By Keithen Drury, The Motley Fool
Publication Date: 2026-10-04 18:20:00
Key Points
Microsoft Copilot recently reached 30 million paid seats.
A major investment in OpenAI could pay off shortly.
When investors discuss the major artificial intelligence (AI) hyperscalers, Microsoft(NASDAQ: MSFT) sometimes falls to the wayside. However, its Copilot AI platform is rapidly growing and might be its secret weapon in the AI arms race. Copilot is becoming a widely used AI application in the business world, mainly due to its ability to keep companies’ internal, proprietary data private. This is becoming an issue for some places, and with Copilot maintaining data security, it’s an easy one for IT departments to recommend.
But is it enough to make Microsoft a buy? Let’s take a look.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
