Microsoft AI Revenue Run Rate Tops $37 Billion

businesscompany-earningsai 2 posts · 2 accounts

Microsoft said its AI business has surpassed a $37 billion annual revenue run rate, up 123%, following the company's quarterly earnings call. Chief Executive Officer Satya Nadella said the company is focused on delivering AI infrastructure and solutions as workloads shift from being end-user driven to being driven by end users and agents.

Microsoft's chief financial officer said AI margins are structurally stronger than they were in the early cloud transition, and have remained better than cloud margins were at a similar stage.

From the sources (2 posts)

@satyanadella

Just wrapped our quarterly earnings call. We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era. Our AI business surpassed a $37 billion annual

@thetranscript_

$MSFT CFO: AI margins structurally stronger than early cloud transition "You know, we've been talking about where this AI business of ours has been in the cycle, compared to even the cycle we saw with the cloud, which now seems very long a

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