Microsoft's AI Delivers $13B Run Rate, 175% Growth – Wall Street Takes Notice
Q3 validates AI strategy: $13B annualized revenue run rate for AI business, up 175% YoY—real cash, not hype.
- Azure surges: 35% growth, AI...

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Q3 validates AI strategy: $13B annualized revenue run rate for AI business, up 175% YoY—real cash, not hype.
Practical strategies for enterprise RAG via ChatGPT Connectors:
Key warnings for Copilot devs:
Microsoft Copilot is down, showing 'Something went wrong' errors and trouble loading pages. Users advised to try again.
Developer tooling breakthrough: GitHub Copilot CLI reaches GA, making terminals a first-class AI surface for the full dev lifecycle.
Copilot's shift from assistant to agentic powerhouse transforms M365 workflows:
Microsoft Azure is poised for 39% growth in constant currency for fiscal Q3, outperforming consensus amid $150B spending worries. This underscores our bold AI infrastructure investments paying off.
Myth busted: Copilot's 15 million paid seats in Q2 2026 aren't a flop—it's a solid start at $30/user/month, but investors wrongly treat it as MSFT's...
Massive AI bet pays off: Microsoft holds 27% of OpenAI, worth $230 billion at the $852B valuation—a key pillar of its AI dominance.
Investor tailwinds building as Azure hits $50B (26% YoY), with 37-38% growth eyed for Q3, fueled by AI demand.
Tracing Clippy's humorous path to modern AI:
Maturing AI strategy in action: Microsoft is stripping Copilot name from Windows 11 features like AI image gen and search in Insider previews, while...
Key Copilot agent boosts in Wave 1 for Dynamics 365 Customer Engagement, Finance & Supply Chain, and Business Central:
Practical stack for secure, local AI agents:
Rajesh Jha's retirement signals Microsoft's push for an AI-first developer platform:
Microsoft Edge 147 is now available, featuring Copilot in Immersive Reader to summarize pages, explain content, and answer questions – exclusively on Windows for now. A smart step in AI-enhanced browsing.
Key UX refinements in Windows 11 scale back Copilot's prominence while keeping AI accessible.
Strategic Southeast Asia play: $1B investment builds new data centers for scalable cloud services and data sovereignty.