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Ashley Stewart
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Microsoft CFO tells employees the company's biggest AI bets are paying off
The memo cited "important progress in key areas" like Azure and Microsoft 365 Copilot. These businesses have faced pressure amid generative AI boom.
TL;DRAI
Azure revenue surpassed $100B (up 41%) and Copilot seats hit 30M on $41B capex spend, CFO Amy Hood reported. Cloud bookings up 18% show Microsoft's bundled cloud-AI approach is weathering competition and capturing enterprise demand despite capex intensity.
940 words~4 min read
