Microsoft AI Tour, Mumbai | Keynote with Satya Nadella

Opening Themes

• Satya Nadella opens the Microsoft AI Tour in Mumbai by celebrating AI solutions built in India, mentioning Crime OS sponsored by the Chief Minister.
• He stresses that the frontier of what is possible is changing, requiring a mindset of unlearning and learning, new skills, and a new tool chain.
• Building AI solutions inverts traditional development: start with the outcome, create robust evaluations (evals), then the spec — not left to right.

Experience Layer: Copilot and Agents

• Copilot is described as the browser for the agentic web, with built-in agents: researcher (with computer use), analyst, and an Excel agent.
• Zoe demos Copilot on mobile, agent mode in Word updating a monthly business review, and agent mode in Excel building a budget dashboard with native formulas, charts, and conditional formatting, using GPT 5.2 released the previous day.

Data and the IQ Layer

• Context engineering is key: Work IQ (tacit knowledge under M365), Fabric IQ (semantic models and operational data), and Foundry IQ (next-generation retrieval that plans and executes reasoning over data retrieval).
• Models are becoming a commodity; success depends on the experience layer and context engineering.

Building Agents

• Agent builder, app builder, Copilot Studio, and Foundry (with multi-agent orchestration) make building agents as simple as documents or spreadsheets.
• 11,000 models available; Giga Time, an open-weight model built with University of Washington and Providence Hospitals, simulates a costly immunotherapy test from a tumor pathology image.
• GitHub as Agent HQ: coding models grounded in your repo (Code IQ); India expected to be number one in GitHub participation by 2030.

Karan's Agent HQ Demo

• Delegating tasks to Copilot coding agent from github.com, VS Code, CLI, or mobile; mission control view of agent sessions; custom agents; Copilot code review; security fixes via Microsoft Defender for Cloud integration; plan agent in VS Code; bringing fine-tuned models from Foundry into Copilot.

Satya's Deep Research App

• Built on his own Azure subscription using Windows 365, GitHub, and code spaces; decision frameworks include LLM council (after Andrej Karpathy), DXO (lead researcher, critical reviewer, domain expert roles), ensemble, and debate modes.
• He uses it to pick the best ever Indian test cricket team, showing chain of debate annotations.
• Agent 365 blocked his deployment due to DLP rules, demonstrating governance, compliance, and security for agents.

Customer Examples

• Adani Cement: invoice to payment reduced from 20+ days to 4 hours; Aditya Birla: conversational interface; LTI Mindtree: wall-to-wall AI-first transformation; Mankind: AI for medical reps; Yes Bank: 40+ use cases.
• Maha Crime OS, sponsored by the Chief Minister of Maharashtra, cut investigation turnaround times by 80% and helped deliver justice to a crime victim in Nagpur.

Infrastructure and Investment

• Token factory equation: performance per token is about tokens per dollar per watt.
• Azure regions in India: Pune (Central), Mumbai (West), Chennai (South), a DC with Jio, and a 100% renewable Hyderabad region next year.
• Sovereignty options: public cloud, sovereign controls, confidential computing, private cloud, and locally operated regions; Copilot data processed locally within India's data boundary.
• Announced a $17.5 billion investment in India, Microsoft's biggest in Asia, building on $3 billion announced earlier in the year.

Closing Video: e-Shram and NCS

• e-Shram national unorganized workers database provides social security benefits; NCS portal offers AI-based job matching, an AI resume builder, and skill recommendations; around 150 million workers are on the NCS portal, powered by Azure and Azure OpenAI.