Organizations should not have to choose between sovereignty and AI innovation. They need clearer control over their data, infrastructure, and models, with observability for their teams to operate the same. Microsoft Sovereign Cloud is taking an approach that focuses on the workload, without forcing every application into the same deployment model. Today we made some exciting announcements on how we are providing a continuum of management, control, and options across Sovereign Public Cloud, Sovereign Private Cloud, and the Sovereign Partner Ecosystem. Read more here: blogs.microsoft.com/blog/202…

AI solutions and models must be observed to be trusted. Agent 365 allows you to observe, govern, manage, and secure agents, with FinOps to determine the real business value associated with agentic processes. Observability must occur at every layer of the technology stack for every IT and security persona. Once customers can observe AI, they also need AI capable of defending their environment at machine speed. Perception is the security system we announced in July to defend against AI-driven attacks from outside the enterprise. Today we are announcing new capabilities in Perception to bring all agents within an enterprise under management by assigning an identity and container with policy and permissions, use those signals to determine risk, and deploy a team of Guardian agents to observe every action of every agent and intervene in real-time if the risk profile increases. Microsoft Agent 365 and Perception share signals, context, and a unified registry giving IT and security teams a consistent view of agents, so they can apply their expertise and judgment to secure their enterprise. Read more about today’s announcements here: blogs.microsoft.com/blog/202…

It was a big week for Windows. We announced new platform capabilities, experiences, and hardware designed to make it the most trusted platform for AI agents. Copilot can now work directly on your PC, keeping sensitive information on your machine. With Code in Copilot, you can build solutions on your desktop and hand off work to local models including MAI Code 1.1 Flash, which will reduce token spend. We’re also bringing together Windows and Agent 365 so agents can run within secure boundaries. And we’re introducing the next generation of devices with the Surface Laptop Ultra, powered by NVIDIA RTX Spark. Congratulations to @pavandavuluri and the Windows team! Read more here: blogs.windows.com/windowsexp…

I could not be more excited about our Copilot announcement today and the next wave of innovation we will bring to our customers. Copilot was built to enable AI in the flow of human ambition. It has evolved from a chat assistant to the singular place to get uninterrupted work done with AI, but the true differentiation and power of Copilot is derived from the Intelligence + Trust platforms upon which it sits. Microsoft IQ is the open, heterogeneous, model-diverse, intelligence platform that enables individual and organizational IQ to compound from within, protecting your IP so your unique value does not leak to improve models. Work IQ pulls from an individual’s gated M365 environment, and today we are announcing that Copilot can now access data from across your organization by connecting to Fabric IQ and Dynamics 365. A trust platform requires Observability, management, governance, and security of every agent and agentic process running across your technology stack to ensure you are seeing value and ROI. FinOps is critical here, and we are introducing new capabilities in Agent 365 and Copilot to manage model choice and cost for both user subscription licenses (USL) and usage-based billing (UBB), depending on the modality being used within Copilot. Please read more hereabout today’s announcement: blogs.microsoft.com/blog/202…

There has been much well-deserved noise over the weekend about the pace of AI model development and AI safety. We have published a Code of Conduct for governing Microsoft AI models. For our commercial customers and partners, this is why a Trust platform that focuses on holistic observability of your technology stack is imperative. Every AI asset must be managed, governed, secured, and measured with FinOps to determine its ROI. This includes the models you choose to use. An open, heterogenous, and model-diverse platform is required for organizations to compound and protect their intelligence and not leak value or IP to the model. While AI transformation was about efficiency, Frontier transformation is about humanity. Becoming frontier means democratizing intelligence to unlock creativity, fuel innovation, and drive growth in every industry. As Mustafa explains simply in point #1: people matter more than AI.

The @Seahawks are demonstrating what it means to become a Frontier organization. With Copilot in Excel, the analysis on game data that used to take until Monday now happens live during the game, continuously improving how the team executes.

At Microsoft, we are focused on empowering Frontier Transformation through Copilot, Microsoft IQ, and Agent 365. Businesses are not static, and neither are the AI systems that support them. We are helping organizations build, observe, and tune agentic workflows against the outcomes they seek and the ROI they demand. Our open, model-diverse, and heterogenous platform powers that improvement loop. Read my latest earnings blog to see how customers are bringing Frontier Transformation to life, demonstrating how intelligence, trust, and human ambition come together across industries. aka.ms/FY26Q4Blog

Microsoft and @databricks are expanding our partnership to help customers connect data, AI, and business context to drive meaningful outcomes: databricks.com/company/newsr…

Customer conversations are shifting from AI deployment to business models, cost management, and IP protection. Different levers are required to manage costs: compute and spend is wasted on agents inferencing over raw data, model-diversity is required to match the right model to the right task versus being locked in to only one, and FinOps is more important than ever for agentic workflows. Intelligence + Trust are the two most important elements of any AI solution. Microsoft IQ brings context to data, while compounding and protecting an organization’s intelligence. Agent 365 provides the control layer to observe, govern, and secure agents and AI artifacts to ensure you’re seeing the ROI in AI. Read more here: blogs.microsoft.com/blog/202…

Over the past fiscal year, our customers and partners have driven pragmatic outcomes by implementing AI-first strategies across their organizations. With AI Transformation as their framework, we helped them reinvent employee experiences, reinvent customer engagement, reshape business processes, and bend the curve on innovation for their people, businesses and industries. Check out my latest blog to read several customer and partner stories from the past quarter reflecting the success we have seen broadly in FY25, and what we can achieve together with an approach grounded in AI business solutions, cloud and AI platforms, and security. aka.ms/FY25Q4Blog.

At Microsoft, we firmly believe that Agents + Copilot + Human Ambition can deliver real AI differentiation for our customers. As the role of agentic AI continues to grow, we are helping organizations across industries put the autonomous capabilities of an agent to work for their business to unlock AI opportunity and realize greater value. Check out my latest earnings blog to learn how agents are driving pragmatic AI innovation for our customers by increasing productivity, creating capacity across every role and function, and improving business processes. aka.ms/FY25Q3Blog

The opportunity for AI to create value is no longer an ambition for the future—it is happening now. Organizational leaders in every industry around the world are evaluating ways AI can unlock opportunities, drive pragmatic innovation, and yield business results. Check out my latest earnings blog to learn more about our approach to AI Transformation, and read stories from the past quarter highlighting the differentiated AI solutions our customers and partners are building to move their business forward and realize pragmatic value. blogs.microsoft.com/blog/202…

Today, we announced a 10-year strategic partnership with @LSEGplc that represents an important milestone for the future of financial markets. Learn more: blogs.microsoft.com/?p=52560…

Join me and other business leaders on December 13 for #MSEnvision as we explore how organizations are driving success by doing more with less. Register here: envision.microsoft.com/home?…

A great profile of @MerrieW, who shares her transition from engineering to sales with the help of mentors, the importance of diverse representation in tech, and her commitment to creating an environment where everyone can show up as their authentic self. bizjournals.com/seattle/news…