Microsoft CEO Satya Nadella recently revealed that the company's GitHub Copilot software has more than 1 million paying users.
“With GitHub Copilot, we have increased developer productivity by 55%, and we have more than 1 million paid Copilot users. In addition, more than 37,000 organizations have subscribed to Copilot for Business, a 40% increase sequentially. This quarter, we passed GitHub Copilot Chat adds new features that digitally native businesses like Shopify and leading enterprises like Maersk and PwC are already using to make their software developers more productive.”
Nadella said Copilot is one of many ways he is promoting AI across the company's product lines. The company's Bing search engine has been integrated with OpenAI's ChatGPT, and users have participated in "more than 1.9 billion chats" to date.
He noted that Microsoft Edge browser's market share has now grown for 10 consecutive quarters. “This quarter, we launched new personalized answers and support for DALL-E 3 to help people get more relevant answers and create incredibly realistic images. We’ve created more than 1.8 billion images to date. With Copilot With shopping applications, people can get more tailored recommendations and get better deals."
Currently, Microsoft has invested more than $10 billion in the startup OpenAI; Wall Street expects Microsoft to receive huge financial returns from its cooperation with OpenAI. Some Wall Street analysts estimate the partnership could one day be worth $100 billion to Microsoft.
Although Nadella did not quantify GitHub Copilot's revenue, Microsoft CFO Amy Hood said that "higher than expected AI consumption drove Azure's revenue growth."
The company's intelligent cloud computing business's total revenue for the quarter exceeded analysts' expectations ($23.4 billion) and increased 19% year-over-year to $24.3 billion. Hood said that Azure business grew by 29%, with 3 percentage points coming from "AI services."
In addition, Microsoft has introduced Copilot to the Power Platform, allowing anyone to use natural language to create applications, build virtual agents and analyze data. "More than 126,000 organizations, including 3M, Equinor, Lumen Technologies, Nationwide, PG&E and Toyota, use Copilot and the Power Platform," Nadella said.
The company is also adding generative AI to its LinkedIn business. “We saw an increase of nearly 80% in the number of members viewing AI-related learning courses on LinkedIn this quarter.” and expanding Copilot to various industries such as healthcare. Currently, the company is integrating clinical tools into its Fabric data service on Azure.
Nadella said the rollout of GitHub Copilot and other products is still in its early stages. "We are in the very, very early stages, so we look forward to seeing how these products develop in the future. Copilot's early development gives us a lot of confidence and, more importantly, our customers in the value these products represent Full of confidence.”