Microsoft has become the second company to reach a $4 trillion market valuation, following Nvidia. The milestone was driven by better-than-expected earnings and the first-time disclosure of Azure cloud revenue, which generated over $75 billion in fiscal 2025. Microsoft plans to invest $30 billion in AI infrastructure next quarter, potentially totaling $120 billion annually. Azure now powers Microsoft's AI projects, Office software, Windows components, and Xbox services, positioning the company well for future AI computing demands.
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