Lates News

Thanks to the release of the free version of ChatGPT GPT-5 by OpenAI, the demand for AI reasoning from users has surged, coupled with the increasing calculation time for each query. These factors may drive Microsoft Azure's revenue growth this quarter to exceed the company's forecast (37%) and boost its AI business revenue to double next year. Estimates show that by 2026, Microsoft's total AI business revenue will reach $42 billion, accounting for approximately 12% of its total revenue, far surpassing other cloud providers. Additionally, an improvement in demand is expected for GitHub and M365 Copilot.