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

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