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Microsoft's latest financial report reveals a remarkable surge in its Azure cloud business, with revenue soaring to $70.07 billion and net income reaching $25.8 billion. These figures represent a 13% and 18% year-over-year increase, respectively, comfortably exceeding market expectations. Despite investor concerns about the potential implications of tariff policies, Microsoft has demonstrated its commitment to growth by significantly boosting its investment in AI infrastructure. Capital expenditures have risen by 53%, and Azure revenue has witnessed a 33% uptick. Additionally, revenues from sectors like Office and LinkedIn have also surpassed projections. During the earnings call, Microsoft further announced adjustments to its collaboration mode with OpenAI and provided valuable performance guidance for the future.
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