Just wrapped our quarterly earnings call.
We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era.
Our AI business surpassed a $37 billion annual revenue run rate, up 123%.
We are at the beginning of one of the most consequential platform shifts that will change the entire tech stack as we move from end-user driven workloads to workloads driven by end-users and agents.
This will drive TAM expansion and change the value creation equation across the entire economy.
To capture this opportunity, we are executing against two major priorities:
First, we are building the world’s leading AI infrastructure and agent platform as agents proliferate and become the dominant workload.
All up, we added another gigawatt of capacity this quarter, and remain on track to double our overall footprint in just two years.
We are moving aggressively to add capacity aligned to customer demand.
When it comes to our agent app platform, our multi-model offerings are gaining momentum.
10,000 customers have used more than one model on Foundry. 5,000 have used OSS models.
And our IQ layers, spanning M365, Fabric, and Foundry, provide an unmatched context engine for thousands of customers using agents or building their own.
Second, we are building high-value agentic systems across core domains, such as productivity, coding, and security.
In knowledge work, we had our fastest growth since launch and now have over 20 million M365 Copilot seats.
And so cool to see weekly Copilot engagement on par with Outlook. It’s truly becoming a habit!
In coding, nearly 140,000 orgs now use GitHub Copilot, and we are also seeing rapid adoption of GitHub Copilot CLI, with usage nearly doubling month-over-month
In security, 2X increase in Security Copilot customers year-over-year.
You can read more about our results here: https://lnkd.in/gc6t-bc5
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