Microsoft's numbers: ~40 million agents registered with Agent 365 in two months, GitHub Copilot past 50 million users.

FY26 Q4 results, reported July 29: roughly 40 million agents registered across tens of thousands of companies just two months after Agent 365 launched, Microsoft 365 Copilot past 30 million paid seats with net additions more than doubling sequentially, Azure crossing $100 billion annual revenue for the first time and growing 43% on $90 billion total quarterly revenue. The counterweight is on the cost side: record $41 billion quarterly capital spending and free cash flow down 23%. Forty million registered agents is a governance surface nobody has tooling for.