Revised Deal And Azure CommitmentsIn September, Microsoft and OpenAI renegotiated parts of their partnership after OpenAI restructured into a public benefit corporation. Anthropic Adds To Future Revenue OutlookMicrosoft also cited Anthropic as a contributor to expected future revenue growth. Heavy Capital Spending On AI InfrastructureAlongside rising revenue, Microsoft continues to spend heavily on infrastructure to support AI workloads. The company reported $37.5bn in capital expenditures for the quarter, with roughly two thirds allocated to short lived assets. Windows devices revenue rose 1%, while Xbox content and services declined 5%.