Superintelligence Plots

Across Microsoft’s five latest reported quarters, Azure and other cloud-services growth accelerated from 39% to 48%, while Microsoft Cloud growth rose from 26% to 30%. The widening gap matters because the Azure result in SI News’s earnings story is part of a sustained acceleration in Microsoft’s infrastructure business, not just a one-quarter headline.

Original SI News story: Google Unveils Gemini 4 Carbon Frontier Model | Microsoft Azure Jumps 48% in Earnings Beat | New York Restricts AI Companions for Minors

Data sources

• Microsoft FY26 Q1 earnings release
• Microsoft FY26 Q2 earnings release
• Microsoft FY26 Q3 earnings release
• Microsoft FY26 Q4 earnings release
• Microsoft FY27 Q1 earnings release