Microsoft CFO Memo Reveals Record AI Spending, GitHub Copilot SDK Push
Technology
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Moneycontrol•31-01-2026, 22:04
Microsoft CFO Memo Reveals Record AI Spending, GitHub Copilot SDK Push
- •Microsoft CFO Amy Hood's internal memo highlights a significant push for the GitHub Copilot SDK and record AI infrastructure spending.
- •The company exceeded Wall Street expectations with 17% year-over-year revenue growth and 21% operating income increase.
- •Microsoft Cloud revenue surpassed $50 billion for the first time, growing 26% year-over-year, driven by Azure demand.
- •Commercial bookings surged 230%, largely due to Azure commitments from OpenAI and Anthropic, solidifying Azure's AI cloud position.
- •Microsoft invested a record $37.5 billion in capital expenditure for GPUs, CPUs, and data centers to expand Azure capacity and support AI products.
Why It Matters: Microsoft is aggressively investing in AI infrastructure and expanding its AI offerings, led by GitHub Copilot SDK.
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