The cloud computing race accelerates as AI demand drives Big Tech
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- 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.
