#Azure
2 posts
Microsoft’s $37 Billion AI Run Rate Turns Capex Into the Story
Microsoft’s latest results show that enterprise AI demand is now large enough to move cloud revenue, but the cost of serving that demand is becoming the central strategic question.
Microsoft Foundry at GTC 2026: Physical AI Moves From Demo to Deployment
Today’s most actionable AI signal is not another model benchmark. It is Microsoft’s GTC 2026 push to combine Azure AI infrastructure, Foundry orchestration, and physical-AI workflows into one…