Microsoft is trying to recover its early AI advantage in 2026 by rebuilding Copilot around agents, loosening its dependence on OpenAI, adding Anthropic models, reorganizing its AI leadership, and spending heavily on data-center capacity. The bet is not that Microsoft will have the single best model. It is that Windows, Office, Azure, GitHub, security, identity, and enterprise data can become the operating layer for whichever model wins this month.
That is a less glamorous thesis than...