We just announced our quarterly earnings results. $92.3 billion in revenue. $63.9 billion in Microsoft Cloud revenue. 48% Azure revenue growth.
See our full FY27 Q1 results here: msft.it/6005a0nib
Azure growing 48% at this scale says the AI winners right now are the landlords, not the apps. Most AI startups are renting compute to subsidize their users. Prove me wrong: who is actually making money on AI besides the cloud providers?