The Microsoft CEO told GitHub Universe 2025 that software development is moving to a model where human developers direct and audit AI systems that write and review code, and said the skill now is learning that process.
Strong iPhone 17 demand and a protected Google search payout briefly pushed Apple into the same $4T tier as Microsoft and Nvidia before late selling knocked it back.
The goal is to help organizations use their data to create AI-driven automations and domain-specific agents.
The AI-RAN segment is projected to exceed $200 billion by 2030, according to analyst firm Omdia.
Google says it’s an early experiment and may evolve as feedback is collected from users.
