Two biggest things Microsoft CFO Amy Hood told employees in her quarterly memo
Microsoft's first quarter saw a remarkable 18% revenue surge to $77.7 billion, significantly surpassing expectations. This success is fueled by a massive $34.9 billion investment in AI infrastructure, including GPUs and datacenters, to meet escalating demand. Microsoft Cloud revenue climbed 26% to $49.1 billion, with Azure and cloud services growing an impressive 39%.
Microsoft's first quarter saw a remarkable 18% revenue surge to $77.7 billion, significantly surpassing expectations. This success is fueled by a massive $34.9 billion investment in AI infrastructure, including GPUs and datacenters, to meet escalating demand. Microsoft Cloud revenue climbed 26% to $49.1 billion, with Azure and cloud services growing an impressive 39%.
