Episode Details

Microsoft just shattered expectations with a $90 billion quarterly revenue surge—up 18% year-over-year—driven by explosive cloud and AI growth. Azure alone jumped 43%, hitting $100 billion for the first time, while Microsoft 365 Copilot now boasts 30 million paid users. The cloud engine is roaring, proving Microsoft’s massive infrastructure bets are paying off big time. And despite all the growth, they’re keeping 2026 capex plans steady—confident their strategy is solid and returns are locked in.

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