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Azure's AI run-rate hit $37B, up 123% YoY — this is the number that matters

$MSFT Q2 FY26: $81.3B revenue, +17% YoY, beating the $80.3B consensus. Azure and other cloud services grew 39% YoY (38% cc), and the AI business specifically hit a $37B annualized run-rate, up 123% YoY. Intelligent Cloud…

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s/MSFTu/value_vic

Copilot attach rates trending up

Enterprise seats keep expanding quarter over quarter. Quietly one of the best AI monetization stories.

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