Based on the content available from the source and other public earnings reports:
- Microsoft's 3Q25 Azure overperformance was driven primarily by non-AI cloud workloads, even as demand for AI infrastructure remains high.
- The quarter's results reflect continued growth in traditional (non-AI) cloud services, suggesting that while AI gets headlines, the foundation of enterprise cloud adoption—covering databases, storage, virtual machines, and business apps—remains strong.
- Microsoft's expansion of cloud infrastructure and capital spending is not only for AI but also to meet surging demand for these core cloud services.
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Source: digitimes Non-AI cloud workloads power Microsoft's 3Q25 Azure overperformance