In response to mounting pressure to commercialize artificial intelligence, Microsoft is modifying its AI product sales strategy. The company is shifting its focus from previous free promotion efforts to prioritizing the conversion of users to paid services, aiming to address Wall Street's concerns regarding its profitability. According to individuals familiar with the matter, management indicated during an internal meeting that the company had set and largely achieved what was described as a "fairly aggressive" sales target for Copilot in the quarter ending this past March. Judson Althoff, the head of Microsoft's commercial business, stated that the company is now re-focusing its efforts on encouraging enterprise customers to pay for Copilot, rather than offering it as a complimentary add-on to office software. Previously, in January of this year, Microsoft disclosed that paying users for its core AI assistant, Copilot, accounted for only about 3% of its total customer base. This figure fell below market expectations, raising concerns among some investors. Influenced by this, Microsoft's stock price has declined by approximately 24% year-to-date, significantly underperforming the broader market. However, following the news of this strategic adjustment, the company's share price experienced a slight rebound. Analysts point out that Microsoft initially adopted a strategy of "free proliferation first, followed by commercial monetization," hoping to leverage its vast office software user base to promote AI tools. As of the beginning of this year, the company's office software user base was approximately 450 million. However, under pressure from investors demanding faster revenue growth, the company has begun accelerating the push towards a paid model. Currently, Copilot is priced at around $30 per user per month. Microsoft's recently introduced new bundled office software package, priced at about $99 per user per month, is designed to increase the adoption rate and monetization potential of its AI tools. Althoff mentioned in the internal meeting that the company has set a higher target for paid Copilot subscriptions for the current quarter, expecting it to be significantly above previous levels. He also noted that the current AI market is highly competitive, with the company facing direct competition from rivals at every customer level. Regarding the competitive landscape, Microsoft is engaged in intense competition with other AI firms, including OpenAI. The company emphasizes that its advantage lies in its ability to integrate multiple leading AI models within a secure environment, offering enterprise clients a more comprehensive solution.