Microsoft's latest financial report shows that the company's long-term strategy in artificial intelligence is entering a period of returns. In the past quarter, Microsoft's net profit included $7.6 billion directly from investment gains in OpenAI, a figure that strongly refutes external doubts about their partnership.

The financial highlights show that Microsoft's deep integration with an AI leader is turning into confirmed cash flow. As OpenAI restructures into a nonprofit corporate framework, the two parties have reached a cloud service procurement agreement worth $250 billion. Currently, the total amount of unfulfilled contracts for Microsoft has surged to $62.5 billion, with nearly half coming from OpenAI, providing solid support for the long-term growth of Microsoft's cloud business.

Another AI giant, Anthropic, also performed well. Driven by its efforts, Microsoft's commercial bookings increased by 230% year-over-year. Microsoft previously invested $5 billion in Anthropic and received at least $30 billion in cloud service orders in return.

In terms of overall financial performance, Microsoft's revenue for this quarter reached $81.3 billion, up 17% year-over-year, exceeding Wall Street expectations. Its cloud business revenue for the quarter broke through the $50 billion threshold for the first time. In contrast, Microsoft's infrastructure investments reached an astonishing $37.5 billion, mainly used to purchase GPU and CPU hardware for handling AI workloads.

Key Points:

  • 💰 High Investment Returns: Gained $7.6 billion in one quarter from investments in OpenAI, with total investments exceeding $13 billion.

  • ☁️ Secure Long-Term Revenue: OpenAI committed to purchasing $25 billion in cloud services, and Anthropic committed to purchasing $3 billion, ensuring the certainty of cloud business revenue.

  • 🏗️ Competition for Computing Power: Invested $3.75 billion in infrastructure construction in one quarter to meet the massive computing power needs of AI clients.

  • 📈 Strong Core Engine: Microsoft's cloud business revenue for one quarter exceeded $5 billion for the first time, and commercial bookings were boosted by AI clients, increasing by 230%.