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#MicrosoftQ1AzureSurges
Microsoft’s Q1 results cement its position as the undisputed leader of the AI era.
Azure accelerated to 48% growth, and OpenAI commercial revenues crossed a massive $10B mark (11% of total revenue). With a historic ~$170B capex runtime for 2026 and accelerating cloud guidance, Microsoft is running away with the enterprise AI market share.
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