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Microsoft's $41 billion AI bet just cleared a major test: Chart of the Day
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Azure revenue jumped 43% last quarter, its fastest growth in four years and well ahead of the roughly 40% Wall Street expected.
Microsoft stock rose about 3% in late trading Wednesday after posting a 0.7% loss at the close.
The acceleration came as quarterly capital expenditures — spending on long-term assets such as data centers and equipment — surged 70% to $41 billion.
The chart below shows Microsoft's quarterly capital spending alongside Azure growth.
The company expects Azure growth to accelerate again next quarter, to roughly 45%, even as capital spending climbs above $50 billion.