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Microsoft Build 2026 | Satya Nadella Opening Keynote

2:23:15 recording · AUTO · 6 speakers

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Brief overview

Microsoft rebuilds Windows, Azure and Foundry so developers can build, run and govern agents everywhere.

  1. Unmetered local intelligence on every PCWindows ML now reaches the full GPU install base, with Ion Instruct and IonPlan running inbox so agentic apps never round trip to the cloud.
  2. Azure rebuilt for training, inference and agentsMore than 500 datacenters in 80 regions, the Fairwater AI super factory with near-zero water use, Maia 200 and Cobalt 200 co-designed for agent workloads.
  3. Agents need identity, containment and governanceMXC enforces isolation from the operating system, and Agent 365 extends Entra, Defender and Purview so every autopilot agent requires admin approval.
Executive Summary AI
  • Satya opens Build in San Francisco and says the one key takeaway is how developers participate fully in the frontier intelligence ecosystem, building value on top of the platform rather than on any single piece of technology.
  • On the edge he expands Windows ML to the full GPU install base and announces two models running on Windows inbox, the Ion Instruct SLM and the IonPlan local agentic loop, alongside the Surface RTX Spark Dev Box with one petaflop of AI compute, 20 CPU cores and 128 gigabytes of unified memory.
  • In the cloud, Azure now spans more than 500 datacenters in 80 regions, Maia 200 is live in Iowa and Arizona delivering 30% improved tokens per dollar, and Cobalt 200 VMs enter preview with 33% lower latency and 23% higher throughput on agent calls.
  • Stevie introduces Project Solara, a chip-to-cloud agent-first platform with two preview devices, a MediaTek-based desk device and a Qualcomm-based access badge, with AccuWeather, Best Buy, CBS Health, Levi's and Target exploring it.
  • Microsoft Execution Containers bring OS-enforced isolation for agents on Windows, OpenClaw now runs on Windows using MXC as Peter Steinberger explains, and Foundry, the new GitHub Copilot app, the Rayfin SDK and Agent 365 cover building, deploying and governing agents.
Key Quote
“It's about the value that you can build, you can compound, you can create on top of the platform.”
— Satya
Key Quote
“My PC became an assistant.”
— Jensen Wang
Key Quote
“The next computer is not one device.”
— Stevie