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Liezl Gambe

Liezl Gambe

GrafaFinance Journalist

Finance journalist at Grafa with years of experience covering Asia-Pacific financial markets at S&P Global, Mortgage Ezy, and GMA Network.

Articles by Liezl Gambe

Grafa
Insights

The cloud computing race accelerates as AI demand drives Big Tech

  • Microsoft (NASDAQ:MSFT) reported fiscal Q4 2026 revenue of $90 billion, up 18% year over year, with cloud growth supporting overall performance.
  • The company’s Intelligent Cloud segment generated $39.3 billion in revenue, while Azure and other cloud services revenue increased 43% and surpassed $100 billion in annual revenue.
  • Technology companies are increasing cloud and AI investments while managing infrastructure costs, enterprise demand, and competition across digital services.
Read more: The cloud computing race accelerates as AI demand drives Big Tech