#Azure AI

Satya Nadella's $37B AI Run Rate: The July 29 Earnings Breakdown

Microsoft's AI business hit $37B ARR in Q3 FY2026, up 123 pct year on year. Here is the Azure, Copilot, and OpenAI breakdown ahead of July 29 earnings.

Microsoft Touts AI Advances with NVIDIA

Microsoft announces expanded Foundry capabilities and new Azure AI infrastructure at NVIDIA GTC, focusing on AI agents and Physical AI.

Microsoft's Profitable AI Play: A Strategic Masterclass