OMG! Microsoft's Azure is Like, Totally Slaying the AI Game!

Is That My Bank Account Growing?

Okay you guys can we talk about how Microsoft shares *popped* like my champagne bottle on Thursday? Like a whole 9%! That's like the best day since March 2020 which feels like a lifetime ago tbh. It's all thanks to their like *amazing* cloud growth and the fact that they're basically like running the AI game right now. I'm like wondering if I should invest lol. As Kanye says "We all self conscious. I'm just the first to admit it." and I admit I'm curious! And who knows? Maybe North can be the next Bill Gates!

Azure's AI is Like Totally Fetch

So Azure – that's Microsoft's cloud thingy – grew like 33% year over year. But get this: 16 points of that growth were because of AI! Sixteen! That's like half my glam squad on a red carpet! Everyone thought they'd only get like 30% so they totally *beat* expectations. Take that haters! It's like remember when I said 'I'll cry at the end of the day. Not with fresh makeup'? Well Microsoft is crying tears of *joy* and their makeup is like totally on point.

Macro? More Like Micro What?

Okay so apparently there's some like 'macro environment' stuff happening (whatever *that* means) but some analyst dude named Kirk Materne from Evercore ISI is saying that Azure is back in 'beat/raise' mode. Which I think means it's doing like *really* well? He says it shows everyone wants AI services on Azure and that Microsoft has the infrastructure to support all these businesses moving to the cloud. Sounds kinda complicated but as long as it makes money I'm in! It's all about like securing the bag ya know?

From Zero to Hero (in Three Months)

Remember when everyone was like freaking out about Azure's growth slowing down last quarter? Well Microsoft just like shook it off! They're predicting Azure will grow 34% to 35% this period which is like way higher than what everyone was expecting. They made $70.07 billion (yes with a 'B') in revenue which is up 13% from last year. And their income grew 18% to $25.8 billion. Talk about a glow up! It's like that time I went platinum blonde... people were shocked but it worked!

Spending Money to Make Money? Groundbreaking!

So like Microsoft is also saying they're going to keep spending on AI infrastructure to compete with everyone else. They're expecting to spend even *more* money next year which sounds kinda scary but apparently it's worth it. It's like when I spend like a million dollars on a dress... it's an investment in the brand duh! As my momager Kris always says 'You're doing amazing sweetie!' And Microsoft you are.

In Conclusion: Money Honey!

Basically some other analyst dude from Morgan Stanley named Keith Weiss (I'm sensing a theme here) is saying that Microsoft is ready to profit from AI investments. Even though there's some 'macro uncertainty' (still no idea what that is) Microsoft is like totally winning. So yeah Microsoft is basically the contouring of the tech world: perfectly shaped always on trend and makes everything look better. Now if you'll excuse me I have a billion DMs to read.