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October 15-16, 2025 The Wynn Las Vegas, NV More information

Microsoft reports 3QFY25 results; AI growing, but core cloud infrastructure the main driver and seeing acceleration

  • May 7, 2025
  • Analyst: Philbert Shih

Microsoft reported its 3QFY25 results, which included the usual data points on Azure and AI growth. The recent quarter saw acceleration in enterprise demand and a continued imbalance between supply and demand for AI.

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