Microsoft posted $90B in Q4 revenue with Azure at 44% growth — and the stock jumped 15%, the largest single-day market cap gain in history. Copilot is now in 60%+ of Fortune 500 companies. We cover what the earnings say about where the enterprise AI buildout actually is, DeepSeek Flash at $0.14/M setting a new price floor, and August 1st as the governance convergence point where the NSA deadline, EU AI Act, and Claude Science grants all arrived at once.
Episode Details
Back to EpisodesMicrosoft's Azure Grew 44% and the Stock Had Its Biggest Day in History. Here's What It Means.
Published 2 months, 2 weeks ago