Microsoft’s Azure revenue hits $100 billion as Copilot subscribers surge to 30 million, outpacing Amazon in key metrics.
Microsoft’s stock is gaining favor on Wall Street after reporting robust growth in artificial intelligence and cloud computing. The company’s Azure cloud division surpassed $100 billion in revenue, up 43% year over year, while paid Copilot subscribers doubled quarter-over-quarter to reach 30 million.
Amazon also delivered strong earnings but lagged Microsoft in AI traction and cloud momentum. Microsoft’s AI assistant, Copilot, has alleviated earlier concerns about adoption, while Azure’s performance reinforced its leadership in enterprise cloud services. Both companies remain pivotal in the AI-driven tech rally.
Investors are weighing Microsoft’s accelerating AI integration against Amazon’s broader e-commerce and cloud exposure. The divergence in sentiment reflects Microsoft’s stronger near-term execution in high-growth segments.