Microsoft's Satya Nadella starts 'Copilot code red' amid Anthropic competition
NewsBytes | April 10, 2026 12:39 PM CST
Microsoft allocated 30% capacity to Copilot
About 30% of new cloud capacity last quarter was allocated internally to Copilot and large language model development.
Even with some worries about competing with partners like OpenAI, analysts say demand for Azure is strong thanks to all things AI.
If Copilot gets better and Azure keeps growing, it could help lift Microsoft's stock back up too.
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