Microsoft Adjusts AI Plans Amid Weak Copilot Demand

Microsoft has been forced to significantly adjust its ambitious artificial intelligence plans. According to several sources, the company has sharply lowered sales targets for its "agentic" AI products—in some cases by up to 50%—due to weak interest from corporate customers.

Microsoft's position in the consumer market also appears mixed. Early December 2025 data shows Copilot's share of the generative AI chatbot market at 14.1%, only 0.7 percentage points higher than Google's Gemini. Furthermore, Gemini is showing a higher user base growth rate (12% per quarter vs. Copilot's 2%), which could lead to a change in their rankings in the near future.

Users note that Microsoft's AI agents often fail to live up to expectations for automating complex tasks. Public discussions feature complaints that Copilot, instead of performing specific actions within Office applications (like editing a document or formatting a table), often provides only general recommendations, while other AIs handle such tasks more effectively.

This current situation is unfolding against the backdrop of a reshaped alliance with OpenAI, which is key for Microsoft. In late October 2025, the partners announced a new cooperation structure. Under this, Microsoft owns approximately 27% of OpenAI and retains intellectual property rights until 2032, but loses its status as the exclusive cloud provider.

Despite the current adoption challenges, Microsoft continues its large-scale investments in AI infrastructure, underscoring the long-term nature of its strategy in this area.