微软首席执行官萨蒂亚·纳德拉表示，在截至9月的三个月里，Copilot的日活跃用户增长近50%，是去年同期的五倍多。微软仍未透露有多少人付费使用它，乔丹·诺维特为CNBC报道。
Copilot daily users grew nearly 50% in the three months to September, Microsoft chief executive Satya Nadella said. That is more than five times as many as a year earlier. Microsoft still did not say how many people pay for it, Jordan Novet reported for CNBC.
据CNBC报道，纳德拉在周三的公司财报电话会议上给出了50%的增幅数据。会后，他在X平台上发布的一系列帖子中再次给出这一数据，并附带了更多数字。“刚刚结束了我们的财报电话会议。本财年开局良好。“微软云收入突破630亿美元，同比增长加速至30%。
Nadella gave the 50% figure on the company’s earnings call on Wednesday, CNBC reported. He gave it again, with more figures, in a thread on X after the call. Just wrapped our earnings call. It was a fast start to our fiscal year. Microsoft Cloud revenue surpassed $63B, with growth accelerating to 30% YoY.
“我们在为智能体浪潮构建新技术栈的过程中进行了大量创新。以下是几个亮点：”2026年10月28日 Copilot集成于一款应用。微软已将Chat、Cowork、Autopilot和Code整合为“一个统一的体验”，纳德拉写道，并称这是Copilot迄今为止最大的一次更新。Copilot应用于9月首次添加了编码和Autopilot功能。他表示，本季度用户满意度上升近20%。他还表示，拥有超过5万个Copilot席位的客户数量在一年内增长至原来的8倍。
Lots of innovation as we build the new tech stack for the agentic wave. A few highlights: October 28, 2026 Copilot in one app Microsoft has brought Chat, Cowork, Autopilot and Code together in “one unified experience”, Nadella wrote, calling it the biggest update to Copilot so far. The Copilot app first added coding and Autopilot in September. He said user satisfaction rose nearly 20% in the quarter. The number of customers with more than 50,000 Copilot seats grew eight times in a year, he said.
布罗迪·福特和马特·戴为彭博社报道称，三个月前，Copilot拥有约3000万用户。《财富》杂志称这一数字为3000万付费席位。塞巴斯蒂安·埃雷拉为《财富》报道，纳德拉表示，本季度按使用量付费的Copilot客户数量增长了超过75%。
Three months ago, Copilot had about 30 million users, Brody Ford and Matt Day reported for Bloomberg. Fortune described that figure as 30 million paid seats. This quarter, the number of customers paying for Copilot by usage grew more than 75%, Nadella said, as Sebastian Herrera reported for Fortune.
“1/ 我们宣布了迄今为止对Copilot最大的一次更新，将Chat、Cowork、Autopilot和Code整合为一个统一体验：· 日活跃用户环比增长近50%，同比增长超过5倍。· 用户满意度环比提升近20%，再创历史新高。
1/ We announced our biggest update to Copilot to date, bringing together Chat, Cowork, Autopilot, and Code into one unified experience: · Daily users grew nearly 50% QoQ, and more than 5X YoY.
- 拥有超过5万个Copilot席位的客户数量，同比增长8倍。
GitHub Copilot也势头强劲，包括今早刚刚发布的Copilot Fusion，它的成本最高降低77%，同时提供前沿水平的质量。”
· User satisfaction improved nearly 20% QoQ to another all-time high · Number of customers with more than 50K Copilot seats, up 8X YoY Great momentum with GitHub Copilot too, including Copilot Fusion, announced just this morning, which delivers frontier level quality, at up to 77% lower cost.
而这仅仅是开始。下一个前沿是最大化每项任务的智能，同时持续优化成本与性能。这就是将对公司至关重要的前沿！
And this is just the beginning. The next frontier is maximizing intelligence per task while continuously optimizing for cost and performance. This is the frontier that will matter to companies!
我们正在拓展“Copilot 作为工作新操作系统”的愿景，将 D365 的业务逻辑与能力直接引入 Copilot，帮助每个组织建立自己的无限 SaaS 工厂。
And we are extending our vision of Copilot as the new OS for work, bringing the business logic and capabilities of D365 directly into Copilot, helping every organization stand up their own infinite SaaS factory.
据 CNBC 报道，高端 Microsoft 365 E7 捆绑包的席位现已达到数百万。首席财务官艾米·胡德给出了这一数字。
The high-end Microsoft 365 E7 bundle now has millions of seats, according to CNBC. Chief financial officer Amy Hood gave that figure.
Foundry 与众多模型：纳德拉写道，Foundry 的收入在一年内增长了两倍多。他将 Foundry 描述为微软自家 AI 产品之下共同平台的一部分。使用多个 AI 模型进行构建的客户数量增长了五倍。来自开源模型的收入增长了十倍。
Foundry and many models Revenue at Foundry more than tripled in a year, Nadella wrote. He described Foundry as part of the common platform under Microsoft’s own AI products. The number of customers building with several AI models grew five times. Revenue from open-source models grew ten times.
2/ 在我们的第一方体验之下是一个共同平台，始于 Foundry，它正日益成为我们增长的重要驱动力：· Foundry 收入同比增长两倍多 · 使用多个模型进行构建的客户数量同比增长5倍 · 来自开源模型的收入同比增长10倍 我们还在让 Foundry 与 Fabric 更紧密地结合，使客户能够直接在数据旁边构建智能体。
2/ Underneath our 1P experiences is a common platform, starting with Foundry, which is becoming an increasingly important driver of our growth: · Foundry revenue more than tripled YoY · Number of customers building with multiple models grew 5X YoY · Revenue from open source models increased 10X YoY We’re also bringing Foundry and Fabric closer together, so customers can build agents right next to their data.
借助 Microsoft IQ，我们让 Microsoft 365 + Foundry + Fabric 之下丰富的企业上下文可供智能体工作负载使用。
And with Microsoft IQ, we’re making the rich enterprise context underneath Microsoft 365 + Foundry + Fabric available to agentic workloads.
近6万名客户正在通过 Microsoft IQ 访问上下文，环比增长25%。
Nearly 60K customers are accessing context across Microsoft IQ, up 25% QoQ.
据路透社报道，纳德拉在电话会议上表示，微软为客户提供一系列 AI 选项。其中一些的成本低于 Anthropic 等前沿模型。
On the call, Nadella said Microsoft offers customers a range of AI options, Reuters reported. Some cost less than frontier models such as Anthropic’s.
据路透社报道，纳德拉表示，微软通过“整合前沿成果以实现广泛部署”，让 Copilot 在每次模型发布时都更加有用。
Microsoft is making Copilot more useful with each model release by “consolidating the frontier gains for broad deployment”, Nadella said, according to Reuters.
代理处于受控状态。纳德拉写道，目前有超过5000万个AI代理运行在Agent 365中，微软利用这一平台帮助客户保护和管理这些代理。这一数字在本季度增长了30%。微软正在将Agent 365与Windows打通，使代理能够在设备上“在安全边界内”工作。
Agents under control More than 50 million AI agents now run in Agent 365, which Microsoft uses to help customers secure and govern them, Nadella wrote. That is up 30% in the quarter. Microsoft is linking Agent 365 with Windows so agents can work “within secure boundaries” on a device.
他表示，包括OpenAI Codex、Anthropic的Claude Code和Meta Muse在内的代理都在采用这一系统。他写道，一项名为Perception的功能在AI模型本身之外执行身份验证、权限管理、监控和隔离。“我们正在将智能与权限分离，”纳德拉写道。3/ 我们还在帮助客户大规模地保护和管理他们的代理。目前已有超过5000万个代理接入A365，环比增长30%。
He said agents including OpenAI Codex, Anthropic’s Claude Code and Meta Muse are adopting that system. A feature called Perception enforces identity, permissions, monitoring and containment outside the AI model itself, he wrote. “We’re separating intelligence from authority,” Nadella wrote. 3/ We’re also helping customers secure and govern their agents at scale. Over 50M agents are now in A365, up 30% QoQ.
我们正在将Windows与Agent 365结合在一起，使代理能够利用MXC在设备上于安全边界内工作。
We are bringing together Windows + Agent 365 so agents can work within secure boundaries on-device using MXC.
OpenAI Codex、Anthropic Claude Code和Meta Muse等代理都在采用这一方案。
Agents like OpenAI Codex, Anthropic Claude Code, and Meta Muse are all adopting it.
借助Perception，我们正在将智能与权限分离，在模型本身之外执行身份验证、权限管理、监控和隔离。预览客户给出的反馈令我们感到鼓舞。
And with Perception, we’re separating intelligence from authority, enforcing identity, permissions, monitoring and containment outside the model itself. We’re encouraged by the feedback from preview customers.
纳德拉还提到了当天上午发布的GitHub Copilot Fusion。他表示，该产品以最高降低77%的成本提供前沿级别的质量。
Nadella also pointed to GitHub Copilot Fusion, announced that morning. He said it delivers frontier-level quality at up to 77% lower cost.