MSFT · 10-Q · 2026Q3 · Full report
Azure Demand and Growth
MICROSOFT CORP · 2026-10-28 · Importance 76 · Surprise 56
Azure revenue increased 48% year over year, rising $10.8 billion, with growth across all workloads and demand for services across the platform. Azure includes consumption-based non-GPU services such as compute, data and analytics, storage, networking, and security, as well as GPU infrastructure-as-a-service and Foundry. Microsoft said it continues to expand datacenter locations and server capacity to meet evolving customer needs, particularly growing demand for AI services.