Microsoft Azure Grows 43% in Q4 as AI Demand Continues to Exceed Supply
firstadopter · x · 2026-07-30
Microsoft reported strong Q4 earnings with Azure revenue growing 43% year-over-year, beating the 40% market estimate. The stock jumped 8.6% following the report.
The company noted that customer demand for AI compute continues to outstrip supply. Driven by this robust demand, Microsoft expects Azure's growth rate to further accelerate in the first half of the next fiscal year.
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