Microsoft CEO Satya Nadella outlined a strategic shift in AI focus, emphasizing that 2026 marks the transition from AI discovery to widespread diffusion, repositioning AI as a cognitive amplifier tool rather than independent intelligence.
- Nadella stressed that real AI impact depends less on model power and more on product design and human application, aligning with the "bicycles for the mind" concept.
- Microsoft is positioning Copilot and broader AI products as core growth drivers, ahead of its Q2 FY2026 earnings report scheduled for January 28.
- The stock gained 3.28% on January 23, closing at $465.95, reflecting positive sentiment ahead of the earnings release.