MSFT Copilot Is A Stinker

I am not buying that Microsoft ( MSFT 0.00%↑ ) is cancelling some data center leases because OpenAI shifted some business to Oracle ( ORCL 0.00%↑ ).

If you have followed Microsoft’s Copilot effort over the past 1-2 years you know that uptake has been awful despite MSFT’s big push. That’s the issue. Copilot Pro in particular is a failure, which is why MSFT forced it on 365 users effective this February (that’s why your 365 subscription fee increased).

To the extent MSFT builds out Azure/AI infrastructure, it will be to support OpenAI and other LLMs, ML, etc., not to support Copilot growth.

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