ASSOCIATED PRESS; Tyler Le/BI
By Ashley Stewart
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2026-07-26T08:07:01.230Z
Inside Nadella's hardest year: Is Microsoft's North Star also a noose?
Microsoft bet everything on AI. Is its North Star now a noose?
TL;DRAI
Microsoft's $190B AI bet backfires: Copilot lags, stock down 24%, GPU capacity diverted from Azure to internal products. This imperils M365, GitHub, Azure as employees shift to AI-native coding/productivity tools—exposing core business cannibalization risk.
1,583 words~7 min read
