Microsoft AI revenue run rate tops $37 billion, up 123%

Microsoft Corporation

Microsoft Corporation

MSFT

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  • Microsoft reported AI business annual revenue run rate above $37 billion, up 123%.
  • Capacity expansion added 1 gigawatt this quarter.
  • Management reiterated plan to double overall infrastructure footprint within two years.
  • Adoption metrics showed more than 20 million Microsoft 365 Copilot seats.
  • Security Copilot customer count rose 2x year-over-year.


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