Microsoft CEO Shifts Focus to AI

Source: pymnts.com

Published on October 2, 2025

Microsoft Reorganizes for AI Push

Satya Nadella, Microsoft's Chairman and CEO, is relinquishing some responsibilities related to the company's commercial operations. This shift will enable him and the company's engineering executives to concentrate on technical initiatives related to artificial intelligence.

Leadership Changes

According to a communication to employees, Judson Althoff will assume an expanded position as CEO of the company’s commercial business. Althoff has been in charge of Microsoft’s global sales organization for nine years. Takeshi Numoto and his marketing team will transition into the new organization. Numoto will report to Althoff as chief marketing officer, while continuing to report to Nadella on certain aspects of the business. The operations organization will also report to Althoff. A new commercial leadership team will be established under Althoff's direction, Nadella stated.

Nadella said that the commercial leadership team will be responsible for “driving our product strategy and governance, GTM readiness, and sales motions with shared accountability for the rigor and executional excellence our customers expect.”

Focus on Technical Work

These changes will free up Nadella and engineering leaders to focus on “our highest ambition technical work,” including datacenter buildout, systems architecture, AI science and product innovation, Nadella stated. Nadella also commented, “Each one of us needs to be at our very best in terms of rapidly learning new skills, adopting new ways to work, and staying close to the metal to drive innovation across the entire stack. This isn’t just evolution, it’s reinvention, for each of us professionally and for Microsoft.”

On Sept. 23, it was reported that Microsoft is among the industry leaders making moves in AI and infrastructure and are positioning themselves for growth as AI advances rapidly. Microsoft announced a $30 billion investment in the United Kingdom through 2028 to expand AI and cloud infrastructure a week earlier, on Sept. 16. This marks one of the company’s most significant regional investments to date. Microsoft reported a record fiscal year, boosted by demand for cloud and AI services, during a July 30 earnings call. The quarter’s results saw a boost from companies speeding up cloud migration in addition to more AI use throughout the cloud stack.