Digital Economy

Build 2026: from proprietary MAI models to Majorana 2 chips, Microsoft accelerates AI agents

by Gianni Rusconi

6' min read

Translated by AI
Versione italiana

6' min read

Translated by AI
Versione italiana

Perhaps never before as in this edition, Microsoft Build marks one of the most important strategic steps in recent years for the Redmond giant. On the stage of the annual conference dedicated to developers, CEO Satya Nadella outlined a vision that goes well beyond the simple updating of artificial intelligence tools: the goal is to build a complete platform for the age of agents, and thus software systems capable of operating autonomously, learning from the context and performing complex tasks without continuous user intervention. During the keynote many announcements converged in this direction, from the new proprietary models of the MAI family to the first in-house developed reasoning model, from the new generation of the Majorana quantum chip to an operating system designed for multi-agent environments, from Autopilot autonomous assistants to a hardware platform dedicated to AI developers. Nadella's message was clear and confirms how Microsoft intends to preside over more and more levels of the artificial intelligence value chain, progressively reducing dependence on third-party models. "What you have seen represents a very significant change," said the CEO from the Build stage, "and we believe the time has come for every company to move from simply using frontier models to participating directly in the AI innovation ecosystem. A shift that for many sums up the company's ambition to shift the centre of gravity from the consumption of technology to its construction and customisation by businesses. Nadella's expressed belief, in other words, is that the next phase of artificial intelligence will see an increasing number of companies participating directly in building applications, agents and specialised models, rather than simply consuming pre-packaged services. And this is a paradigm shift that has become crucial for artificial intelligence.

US press: it's Redmond's 'AI Independence Day'

Build 2026 thus tells of a Microsoft that wants to be simultaneously a cloud infrastructure provider, a developer of templates, a platform for intelligent agents and a manufacturer of AI-optimised hardware. A strategy that aims to exploit the synergies between Azure, GitHub, Windows and Microsoft 365 to offer businesses an integrated and governable ecosystem, and in this sense great attention was also paid to security and governance, issues that are becoming central as agents acquire greater operational autonomy. The San

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Francisco also highlighted Microsoft's increasing focus on optimising computational costs and democratising access to advanced models. The 'new' watchword is efficiency: cheaper models, more controllable systems and infrastructures designed to take AI from the laboratory to large-scale production. Nadella, not surprisingly, wanted to trace this evolution back to a broader industrial logic, emphasising that 'it is never technology for its own sake' and reiterating how the value of artificial intelligence will increasingly be measured by its ability to generate productivity, accelerate research and transform business and scientific processes. Finally, another element of great importance in terms of the future also emerged in the background. While remaining the main partner (also financially) of OpenAI, Microsoft is accelerating the construction of its own artificial intelligence supply chain, from foundational models to development tools to specialised hardware. It is no coincidence that some US observers have defined this edition of Build as a sort of 'AI Independence Day' for Redmond: not a break with OpenAI, but the will to progressively reduce technological dependence on external suppliers and directly preside over the most profitable segments of the value chain. And this, probably, is the real news that emerged from Build 2026.

More control over the entire technology stack, from models to silicon

Among the most relevant announcements of Build edition 2026 is the new MAI family of proprietary models, developed by the AI Superintelligence Team led by Mustafa Suleyman. The debut of MAI-Thinking-1 represents a symbolic step because it is to all intents and purposes Microsoft's first in-house-built reasoning system designed to cope with multi-step instructions, coding tasks and complex decision-making processes while maintaining lower operating costs than alternatives from Anthropic and Google (as well as OpenAI itself). Its credentials speak for themselves - 35 billion active parameters and a context window of up to 128 thousand tokens - and its training was carried out without resorting to distillation techniques from external models, using proprietary and commercially usable data. The entire family of MAI models (including Image-2.5 for image generation and editing, Voice-2 and Transcribe-1.5 for voice and multilingual transcription) will be available through Microsoft Foundry and progressively integrated into products such as PowerPoint and OneDrive. Microsoft's underlying objective is therefore quite clear, and it is to strengthen its control over the AI infrastructure and build its own technological autonomy along the entire supply chain. This also explains the other major product innovation presented at the event, which comes directly from Redmond's labs. Majorana 2 is in fact the chip that should accelerate the path towards a commercially usable quantum computer by 2029 and introduces topological qubits that,

according to the company, they are a thousand times more reliable than the previous version. Even more significant is the stability figure: whereas many architectures maintain the quantum state for only a few microseconds, Majorana 2's qubits achieve an average life of around twenty seconds, with peaks of up to one minute. The ultimate goal remains ambitious: to concentrate up to a million qubits in a chip the size of the palm of one hand and harness this computing power to tackle problems that are today unsolvable in the fields of health, energy and advanced materials.

Scout, Soltera and Surface RTX Spark: the new agent platform

If models represent the engine of artificial intelligence, agents constitute the new operating paradigm on which Microsoft intends to build the future of productivity, and in this perspective the most important novelty is Scout, the first representative of the new Autopilot category. Based on the open source OpenClaw technology and the Work IQ contextual engine, it is in essence an always-on assistant, capable of operating autonomously within the Microsoft 365 ecosystem. The functions of this agent? Monitor tasks, organise meetings, manage emails, co-ordinate workflows and interact with applications such as Teams, Outlook, OneDrive and SharePoint, with the peculiarity (and this is the difference from current chatbots) of being continuously operational and acting proactively on the basis of the context, without having to wait for instructions.

The category of autonomous agents that execute code and access resources while maintaining high levels of governance also includes Project Soltera, an Android-based software platform designed for a distributed multi-agent ecosystem. Microsoft's idea is to extend the AI experience beyond the traditional PC through new connected devices, further evolving from current human-machine interfaces and designed to operate in a context where artificial intelligence is constantly operating in the background. Two of these (in concept form) were shown during the keynote: a wearable badge powered by Qualcomm processors and a desktop console designed to manage personal agents. On the hardware front, however, there was a Surface RTX Spark Dev Box, a compact workstation designed for AI developers that works with the new Nvidia RTX Spark chip and promises up to a petaflop of processing capacity for workloads related to language models, training and local fine-tuning. The plus of this machine? Enabling developers to run large models directly locally, reducing dependency on cloud resources and shortening development times.

The long-term strategy

Taking a quick stock of Build 2026, the feeling reflecting the strategy deployed by Microsoft is that of the next phase of artificial intelligence that will not be defined solely by power

models, but by the ability to integrate them into open, governable and truly usable platforms for businesses. This was also somewhat reiterated in his blog post by Kyle Daigle, COO of GitHub and CMO of Developer, who identifies a dual soul of the developer community, on the one hand the experimenter who wants freedom of choice between tools, models and frameworks, and on the other hand the builder of enterprise systems, who demands security, compliance and reliability from day one. Microsoft's response is a platform that unites these two worlds and brings together silicon and cloud, proprietary models and autonomous agents, with the declared aim of enabling developers to build applications while retaining control over their data, processes and technology choices. In this perspective, initiatives such as Microsoft Discovery, the agent platform dedicated to scientific research, and the very evolution of intelligent agents, destined to extend well beyond traditional software to support research, design and industrial innovation activities, play a central role. The challenge is no longer just to generate content or write code faster, but to transform skills, data and business processes into systems capable of learning and improving over time. In this key, Build 2026 therefore represents more than a conference for developers and becomes a platform that aspires to cover the entire artificial intelligence stack. Leaving us with a fairly unequivocal message: having been instrumental in the rise of OpenAI, Microsoft is now building the conditions to play an increasingly autonomous game, strengthening its control over the key technologies that will define the next cycle of digital innovation.

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