Azure is guided to approximately 45% constant-currency growth in Q1 FY27, with demand still exceeding supply.
Microsoft expects M365 Commercial cloud revenue growth to accelerate through FY27 as usage-based billing and premium SKUs expand monetization.
Project Perception is moving beyond private preview and will be offered to customers on a consumption basis.
Microsoft Frontier Co. will embed 6,000 industry and engineering experts with customers to build and improve enterprise AI systems.
Microsoft plans to be among the first cloud providers to deploy next-generation rack-scale AI infrastructure based on AMD Helios and NVIDIA Vera Rubin.
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