MSFT - AI nearly 50% of Azure’s + 35% y/y

JaminBall
05-01

Satya Nadella “we processed 50 TRILLION tokens last month.”

AI nearly 50% of Azure’s + 35% y/y. Demand is growing faster than supply, accelerated in the Q - expect capacity constraints post June. Trying to get more data center capacity online to satisfy demand. 💥🚀💪

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Azure at a ~$77B run rate growing 35% constant currency

Last year they restated Azure, so some of the historical comparisons won't be apples to apples. PowerBI and EMS are no longer included in Azure

Quarterly YoY growth trends below MSFT

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Estimates of Net new quarterly ARR added:

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YoY growth in quarterly net new ARR added

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