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Microsoft shares rise after Azure sales disclosure; AI cloud growth in focus

Microsoft has disclosed Azures quarterly and annual revenue for the first time, giving investors a clearer view of its position against Amazon Web Services and Google Cloud amid rising AI infrastructure demand. Azure reported $29.4 billion in quarterly sales and $101.9 billion for fiscal 2026, while Microsoft also unveiled a new two-segment reporting structure.

3 Sep 2026 1:29 pm