The company has quadrupled the number of companies paying for over 50,000 seats, Nadella said, noting that Bayer, Johnson & Johnson, Mercedes, and Roche have more than 90,000 seats. He pointed to the deal announced earlier this week with Accenture for over 740,000 seats. “Our largest Copilot win to date,” he said.

Plus, he insists that people are using it, engaging with Copilot as much as they do with email.

“Copilot queries per user were up nearly 20% quarter-over-quarter. To put this momentum in perspective, weekly engagement is now at the same level as Outlook,” he said. “This is like a daily habit of intense usage.”

“You now have access in chat to multiple models by default, with intelligent auto routing in agents with critique and counsel. You can use multiple models together to generate optimal responses,” he said.