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Microsoft's Copilot Overhaul, New Chips, and AI's Expanding Footprint

  • Foundation Models
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  • Infra & Chips

Microsoft's newly appointed Copilot chief Jacob Andreou has consolidated the company's fragmented AI assistant strategy into a unified super app, winning confidence from CEO Satya Nadella and setting the stage for enterprise AI adoption at scale. A former Snap executive promoted to executive vice president in March 2026, Andreou moved rapidly to eliminate product redundancies and launch autonomous capabilities—his Copilot Tasks tool, built in roughly two months, demonstrated ability to complete real-world business operations like scheduling and order management. By September, Microsoft unveiled what Nadella termed a "new OS for work," merging chat, coding, and Office applications into a single interface while shifting to consumption-based pricing through Copilot Cowork.

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