The AI-powered coding assistant developed by Microsoft-owned GitHub, GitHub Copilot, has now surpassed 20 million users, Microsoft CEO Satya Nadella announced during the company’s latest earnings call.

A GitHub spokesperson confirmed the figure represents total users since the tool’s launch, with five million new users added in the past three months alone.

While Microsoft did not disclose how many users are active daily or monthly, GitHub Copilot’s reach into enterprise settings is growing fast. According to the company, 90% of Fortune 100 companies now use Copilot, with enterprise adoption rising 75% compared to the previous quarter.

Copilot’s rapid growth is part of a broader trend: AI coding tools are becoming one of the few segments within the AI sector generating significant revenue. In 2024, Nadella stated that Copilot had already become a larger business than all of GitHub was when Microsoft acquired it in 2018. That momentum appears to be accelerating.

Still, AI coding tools serve a more specialized market than general-purpose AI chatbots like ChatGPT or Google’s Gemini, which boast hundreds of millions of users monthly. Yet, software developers and their employers appear willing to pay a premium for AI that boosts productivity.

Rising competition is keeping the market dynamic. Cursor, a rival AI coding platform, reported over a million daily users in March and now boasts an annualized recurring revenue (ARR) of more than \$500 million, up from \$200 million earlier this year.

Other players, including Google, Cognition (maker of AI coder Devin), OpenAI, and Anthropic, are all building enterprise-grade coding tools. As these companies introduce increasingly autonomous agents to automate debugging and workflow tasks, the AI coding sector is shaping up to be one of AI’s most competitive frontiers.