Microsoft CEO Satya Nadella may have just agreed with VP Rajesh Jha on the solution to software companies’ biggest fear – The Times of India

The rise of agentic AI has triggered a crises in the enterprise software industry. The fear goes something like this: if artificial intelligence (AI) makes every worker more productive, companies will need fewer employees. Fewer employees means fewer software licences, which in turn means the business model that has made enterprise software one of the most profitable sectors in technology begins to crack. Recently, Microsoft VP Rajesh Jha provided a business idea, which company CEO Satya Nadella seems to have agreed upon.

Microsoft Foundry: Every Agent gets its own computer

This week, Microsoft offered what may be its most concrete answer yet to that fear. Microsoft announced an update to its Foundry platform, which is the infrastructure layer that allows businesses to build and deploy AI agents. The new feature, called Hosted Agents in Foundry Agent Service, is now available in public preview. The announcement came with a striking line by Nadella: “Every agent will need its own…