forecast
Office becomes infrastructure for autonomous agents
Microsoft's end-user tools business will become an infrastructure business in support of autonomous agents: a future autonomous AI agent gets provisioned a computer (e.g. Windows 365) plus embodied tools (because using tools is more token-efficient than raw computer use), plus storage, archival, discovery, identity, and observability—so per-user revenue evolves into per-agent revenue, growing faster than the number of users.
forecastpending
Speaker
Satya NadellaEvidence Quote
“it's going to be more token-efficient to use tools to get stuff done... we're going to have essentially an end-user computing infrastructure business, which is going to just keep growing because it's going to grow faster than the number of users.”
Created: 6/13/2026, 3:35:54 AM
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