MSFT

Preview|MSFT 1Q26: GPU Pricing Stabilizing, Azure Begins Anthropic Partnership, but Copilot Competition Remains Intense

Mo·April 28, 2026

Copilot missed FY26Q3 targets; FY26Q4 cuts possible despite Azure-Anthropic, easing GPU prices.

Ahead of the print, we held targeted conversations with four experts to refresh our views on the topics we believe matter most this quarter:

  1. M365 Copilot sales progress and outlook

  2. Copilot Studio progress

  3. Azure AI Foundry progress

  4. GPU rental market and data center build-out

  5. Azure AI and MSFT model updates

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