In a move that mirrors the broader industry's gravitational pull toward artificial intelligence, Microsoft has collapsed its three-division structure into two, drawing a new organizational map around the distinction between AI infrastructure and consumer-facing products. CEO Satya Nadella frames the change as a natural consequence of how AI is redrawing the boundaries of what a technology company is and does. The revenue asymmetry between the two new divisions — $75 billion projected for the AI-heavy side, $15 billion for devices and consumers — quietly announces where the company believes its