Just reported our quarterly results.
We are still in the beginning phases of AI diffusion and its broad GDP impact, and already we’ve built an AI business that is larger than some of our biggest franchises that took decades to build.
Our quarterly cloud revenue crossed $50 billion for the first time. What’s striking is it was less than 10 years ago that our annual cloud revenue was $10 billion! (That is what expanding TAM + good execution looks like)
A few other highlights from across the stack: