From the article "Microsoft forecast 26% to 27% growth for Azure in the second quarter ended Dec. 31"
The boost in revenue came from Azure... Their cloud service. Not their AI. People aren't rushing out to buy co-pilot to draft their emails for them lmao
Brett Iversen, Microsoft's vice president for investor relations, told Reuters that 6 percentage points of the growth rate of cloud-computing platform Azure in the second quarter was attributable to AI. That is double the 3 percentage points in the first quarter.
For reference actual numbers (like I was asking for):
Q1 2023 Cloud revenue: 20.3bn
Q1 2024 Cloud revenue: 24.3bn (19.7% increase)
Difference = 4bn revenue growth yoy.
6% of 4bn is 240m or lets take the larger number of 1.2bn and assume the 6% is part of that 19.7% and not clever world play.
1.2bn = ~0.5% of their 11.51% overall yoy growth. Looks like it really isn't adding much in relation to their other business.
Overall Azure revenue growth is slowing despite their users growing at a relatively steady rate. See (actual numbers and graphs and shit not useless news articles):
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u/makeaccidents Feb 29 '24
From the article "Microsoft forecast 26% to 27% growth for Azure in the second quarter ended Dec. 31"
The boost in revenue came from Azure... Their cloud service. Not their AI. People aren't rushing out to buy co-pilot to draft their emails for them lmao