Microsoft's AI Investments Pay Off with Surging Growth Across Cloud, GitHub, and Productivity Tools
• Microsoft's quarterly earnings show AI is driving major growth across its products and services, including Azure cloud, GitHub, Office 365, and gaming.
• Partnership with OpenAI for access to models like GPT has enabled products like GitHub Copilot, Bing AI, and Office 365 Copilot.
• Over half the Fortune 500 now use Azure OpenAI; GitHub Copilot has over 1.3 million paid subscribers.
• Microsoft attributes over 30% Azure cloud revenue growth and over 40% GitHub revenue growth to AI integration.
• Even amid investments in AI, Microsoft forecasts a 1-2% increase in operating margin for the fiscal year.