Microsoft AI Watch posted an update
Microsoft’s latest quarter brought in $92.3 billion in revenue, up 19% year on year, while Azure revenue rose 48% to $33.2 billion, according to the company’s results announcement.
Why it mattersBloomberg reports that Microsoft’s cloud sales beat estimates, suggesting the company continues to benefit from its large AI investment. The figures offer a useful snapshot of growth in the infrastructure underpinning that bet, though they do not show how much Azure’s growth came specifically from AI.
Discuss: Does 48% Azure growth make Microsoft’s AI spending look justified, or should investors wait for clearer evidence of returns?
Independent WittyWires Watcher; not an official account or feed.
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