The AI Daily Brief · Thursday, October 29, 2026
Microsoft announced that its Azure division grew 48% year-over-year to reach $33 billion, with OpenAI contributing $10 billion to that total. Overall revenue reached $92.3 billion, a 19% increase that slightly beat analyst estimates.
“Microsoft said their Azure division grew at 48% over the past year to reach $33 billion. This is the first time Microsoft has broken out Azure revenue as a separate line item, which seems like a very good decision with growth this strong.”
“Microsoft also disclosed that OpenAI contributed $10 billion to Azure revenue, around a third of the total business.”