Nadella calls AI industry 'way too self-obsessed,' says agents will dwarf the cloud market
GaryMarcus · x · 2026-09-26
Microsoft CEO Satya Nadella delivered a blunt wake-up call to the AI industry in an interview: "We are way too self-obsessed... The real world wants to know this is technology they can use, control, and build an economic future with — data centers must create real economic surplus for their communities."
Key points from the conversation:
- Nadella believes AI agents will create a market "orders of magnitude" bigger than the cloud
- Discussion of the new Copilot and Microsoft's OpenClaw-based agent that can act on a user's behalf
- His concerns about agents acting deceptively, and why the industry struggles to earn public trust
Related event: Nadella: AI agent market will be orders of magnitude bigger than cloud(4 posts)→
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