Microsoft’s shares jumped 14.7% post-earnings, driven by exceptional cloud growth and strong AI infrastructure investments that significantly outpaced expectations.
- Fiscal year revenue topped $331 billion, up 18% year-over-year.
- Microsoft Cloud revenue exceeded $214 billion, growing 27%, with Azure surpassing $100 billion and growing 41%.
- Added 31 new data centers this quarter (88 over the fiscal year), expanding capacity rapidly with plans to double overall AI infrastructure in two years.
- Significant efficiency improvements in AI workloads: 4x throughput increase for Copilot, 40% better performance per watt on MAI models using Maia 200 silicon.
- Broad model catalog with 11,000+ models and 5x increase in customers using multi-provider AI models underscores strong adoption of Microsoft’s AI platform ecosystem.
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