Microsoft’s annual event opened with announcements and demonstrations of new offerings fueled by artificial intelligence.

Investors worried about circular financing in the world of artificial intelligence got some more fodder this week, as Nvidia and Microsoft said they would invest in Anthropic, which plans to purchase chips from Nvidia and cloud capacity from Microsoft.

Nvidia may be the most popular chip stock right now, but smart investors are beginning to look for growth elsewhere.

Work IQ is the intelligence layer behind Microsoft 365 Copilot, the AI chatbot tool integrated into Microsoft products, and the company’s AI agents. Tapping into Work IQ, Microsoft released three new agents designed to simplify workforce management, assist with upskilling and strengthen employee connections.

In Microsoft's view, humans are not the only ones to manage in a workplace. Artificial intelligence needs a manager, too.

Microsoft CEO Satya Nadella has appointed Rolf Harms, the executive behind the influential 2010 "Economics of the Cloud" white paper, to help rethink Microsoft's business model for the AI era. In an internal memo obtained by Business Insider,

It starts with the new Microsoft Agent 365, which is described as a “control plane for AI agents,” bringing enhanced observability to every level of the AI stack. It’s a new kind of security agent that’s meant to help teams observe, manage and govern every new agent they create, designed to address the problem of agentic sprawl.

Recently, Microsoft CEO Satya Nadella delivered some insights that may present at least a temporary roadblock for the sector. The insights suggest bad news for AI investors.

Microsoft's AI chief Mustafa Suleyman says superintelligence is an "anti-goal" and not "a positive vision of the future."