MSFT Rides on AI Strategy: Can Rising CapEx Drive Future Growth?
Key Takeaways Microsoft posted Azure revenue growth of 27% Y/Y in Q4, lifting cloud sales to 24.2B in Q4 and is projected to reach $30B in Q1 2026, focused on AI infrastructure.AI tools like Microsoft 365 Copilot and GitHub Copilot deepen enterprise adoption and engagement.Microsoft's (MSFT) aggressive AI strategy has become the cornerstone of its long-term growth vision, and a significant part of this approach hinges on soaring capital expenditures. In the fourth quarter of fiscal 2 ...