Der Azure-Umsatz habe laut Konzernchef Satya Nadella erstmals die Marke von 100 Milliarden Dollar überschritten. Die Zahlen stimmten die Anleger optimistisch.

Microsoft’s Azure grew 43% and passed $100bn for the year, its backlog hit $678bn, and the stock rose 2%. But AI capital spending keeps climbing.

July 29 : Microsoft topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, a sign its massive spending on AI infrastructure was paying off as capacity…