ai cloud spending

  1. Microsoft’s $82.9B Quarter: Why AI Growth Must Prove It Can Pay for Itself

    Microsoft reported $82.9 billion in revenue for the quarter ended March 31, 2026, up 18 percent year over year, with Azure and other cloud services growing 40 percent as AI demand continued to carry the company’s cloud business. The headline is not that Microsoft missed the AI moment; it is that...