Computerworld March 12, 2025
Preston Gralla

What happens when you build a suite of Copilots people don’t want to pay for?

Microsoft has ridden its multibillion-dollar investments in generative AI (genAI) to become the world’s second-most valuable company, with a valuation of roughly $3 trillion, depending on the day’s stock price. This year, it plans to invest $80 billion on data center costs alone, and that doesn’t count how much it’s spending to build its in-house AI team.

At some point, though, Microsoft needs to start getting serious revenue from its genAI investments. It’s been almost three years since Microsoft-funded OpenAI released ChatGPT, on which Microsoft’s Copilot AI line is based, and more than 14 months since Microsoft 365 Copilot made its debut.

The time...

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