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Microsoft Expands AI Cloud Investments as Demand Surges in Q4
Microsoft’s intelligent cloud revenue rose 16 percent to $28.
Microsoft announced expanded AI cloud investments after reporting a significant rise in enterprise demand for Azure’s AI services. Q4 revenue from intelligent cloud climbed to $28.4 billion, up 16 percent year-over-year, supported by continued deployments of Copilot and custom AI models. The company noted that AI-related workloads now account for more than 11 percent of total Azure consumption. Additional capex allocations were approved for data center expansion and advanced GPU clusters.