On October 29, 2025, Microsoft reported strong fiscal first quarter results, highlighted by robust Azure and cloud growth, a restructured partnership with OpenAI valued at US$135 billion, and plans to double its data center footprint over the next two years to meet rising AI demand.

Microsoft Corp. (MSFT) shares fell nearly 4% in extended trading after the company disclosed record capital expenditure of $35

Microsoft analysts highlight the long-term potential for the company's cloud and AI growth after a double beat in the first quarter.

Microsoft reported a massive spike in its spending as the tech giant works to meet booming demand for artificial intelligence.

Microsoft (MSFT) produced year-over-year revenue growth of more than 18% for the second consecutive quarter as analysts point out the company's buildout of more artificial intelligence capacity is a sign of accelerating Azure growth.

Microsoft posts $27.7B profit in Q1 FY26 as AI and cloud fuel 18% revenue growth and record Azure performance.

Microsoft and OpenAI announced the long-awaited details of their new partnership agreement Tuesday morning — with concessions on both sides that keep the companies aligned but not in lockstep as they move into their next phases of AI development.

Microsoft CEO Satya Nadella said the company is staying responsible with AI investments through fungible assets applicable to a variety of purposes.

Over the past few years, we have driven remarkable progress accelerating AI innovation together with our customers and partners. We are achieving efficiency and productivity at scale to shape industries and markets around the world.

Microsoft’s latest quarter shows that the currency of the cloud is capacity, as the company spent $35 billion to keep pace with power and demand