Microsoft reported strong quarterly results, posting $81.3 billion in revenue and $38.3 billion in net income while highlighting record cloud revenue of over $50 billion. CEO Satya Nadella emphasized that the company’s massive capital expenditures—$88.2 billion last year and $72.4 billion so far this year—are aimed at expanding AI services across Azure, Microsoft 365, and partner labs. He pointed to rapid growth in Copilot products, noting a near‑three‑fold increase in daily consumer users, 4.7 million paid GitHub Copilot subscribers, and 15 million paid seats for Microsoft 365 Copilot. Nadella insisted the AI demand far exceeds data‑center capacity, underscoring confidence that the spending will translate into broader adoption and future profit. Leer más →