Nadella Says Microsoft’s Size Is a ‘Massive Disadvantage’ in AI

Overview

• In an interview reported by Business Insider, Satya Nadella said the company’s scale hinders rapid AI product development and decision-making.
• Nadella said he spends weekends studying how startups build products to understand faster paths from ideas to shipping.
• An early-December report from analytics firm FirstPageSage, cited by Windows Central, estimates Copilot at 14.1% share and Gemini at 13.4% with faster growth, indicating a possible overtake.
• Windows Central argues many consumer-facing Microsoft AI features feel rushed and lower quality than Google’s, raising concerns about long-term perception.
• The outlet also reports heavy reliance on NVIDIA hardware as Microsoft pursues Maia and Cobalt chips and in-house models, with enterprise bright spots such as GitHub Copilot.