Microsoft Shifts To Usage-Based Pricing For Agentic AI And GitHub Copilot

Story Summary
During April 2026 earnings, Microsoft CEO Satya Nadella confirmed a strategic pivot to charging customers based on AI usage rather than simple access. Key initiatives include deploying Agent Mode across Microsoft 365 applications and transitioning GitHub Copilot to a token-consumption pricing model starting June 1. Revenue reached $82.9 billion, while capital expenditures are projected to exceed $40 billion to expand AI infrastructure capacity.





