Microsoft’s cloud and AI unit closed 220 million-dollar deals in Q2 2026
BrettKrieger12 · x · 2026-08-04
Microsoft’s cloud and AI business is showing up in deal counts and earnings
The post reacts to an AP report on Microsoft’s strong cloud and AI results, with a joking contrast between the cost of running GPUs in the cloud and the fact that real revenue is now backing up the market narrative.
The attached financial slide shows:
- 220 deals of at least $1 million in Q2 2026
- 98 deals of at least $5 million
- 73 deals of at least $10 million
The broader point is that enterprise AI demand is translating into sizable commercial contracts, not just hype.
More from Companies & People
- Goodfire AI is dissecting LLMs to understand how they think — Scobleizer · 2026-08-04
- Hugging Face launches an Open Model Series for open-source AI beginners — leslysandra · 2026-08-04
- GoodfireAI pitches interoperability research as a way to understand how LLMs think — Scobleizer · 2026-08-04
- Hamster adds global multi-chat and context graphs for product teams — EyalToledano · 2026-08-04
- Kiro unifies its IDE, terminal, mobile and web agents behind one harness — max_paperclips · 2026-08-04
- Monologue rebuilt its site in under a week to prioritize SEO, AEO, and growth — every · 2026-08-04