Microsoft Wants to Charge More as AI Agents Do More Work, While Google Sees a New Advertising Gold Mine — Here’s How Satya Nadella and Sundar Pichai Plan to Make Money From AI Boom

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Alphabet Inc. and Microsoft Corp. are positioning AI agents as a core layer of their products and making security and governance central to the pitch, but their plans for monetizing them differ. Microsoft is moving toward usage-based billing, while Google plans to extend agents to consumer products and sees an advertising opportunity, according to the companies' latest earnings calls. Microsoft pushes usage-based billing, Google eyes ads Microsoft CEO Satya Nadella said the company thinks of its AI product Copilot "as the new OS for work" and that its "business model is expanding from per-seat subscriptions to include consumption.