# AI Dominates The Microsoft Conversation, But Not The Company's Business

DevFeed: [AI Dominates The Microsoft Conversation, But Not The Company's Business](<https://devfeed.tech/articles/ai-dominates-the-microsoft-conversation-but-not-the-company-s-business-47958.md>)

Original publisher: [Read original article](<https://www.nextplatform.com/cloud/2026/07/31/ai-dominates-the-microsoft-conversation-but-not-the-companys-business/5281992>)

Author: Timothy Prickett Morgan

Published: 2026-07-31T18:23:11Z

Content type: article

Language: en

Sources: [The Next Platform: In-depth coverage of high end computing](<https://devfeed.tech/sources/the-next-platform-in-depth-coverage-of-high-end-computing.md>)

Topics: [Microsoft](<https://devfeed.tech/topics/microsoft.md>), [Artificial Intelligence](<https://devfeed.tech/topics/ai.md>), [cloud-infrastructure](<https://devfeed.tech/topics/cloud-infrastructure.md>), [Azure](<https://devfeed.tech/topics/azure.md>), [datacenter](<https://devfeed.tech/topics/datacenter.md>), [cpu](<https://devfeed.tech/topics/cpu.md>), [GPU](<https://devfeed.tech/topics/gpu.md>), [Windows](<https://devfeed.tech/topics/windows.md>)

Tags: [ai](<https://devfeed.tech/tags/ai.md>), [azure](<https://devfeed.tech/tags/azure.md>), [cloud](<https://devfeed.tech/tags/cloud.md>), [cloud-infrastructure](<https://devfeed.tech/tags/cloud-infrastructure.md>), [cpu](<https://devfeed.tech/tags/cpu.md>), [datacenter](<https://devfeed.tech/tags/datacenter.md>), [gpu](<https://devfeed.tech/tags/gpu.md>), [microsoft](<https://devfeed.tech/tags/microsoft.md>), [windows-server](<https://devfeed.tech/tags/windows-server.md>)

## AI overview

The article examines Microsoft's fiscal 2026 results and its position across AI, Azure cloud infrastructure, applications, and middleware. It reports substantial capital spending on CPUs, GPUs, clusters, and datacenter facilities, alongside increased Copilot use and growth in Azure revenue.

## Source excerpt

For those of us who grew up watching Microsoft DOS on X86 PCs transform into the Windows Server plat ...