Analysts estimate AI services within Microsoft Azure generated $11.5B in revenue in the just-ended fiscal year, up 100%+ YoY but only ~4% of Microsoft's revenue

wsj.com/tech/ai/nvidia-microsoft-ai-4-trillion-imarket-cap-e5fef8fe?reflink=desktopwebshare_permalink&st=bUHJQG

This story appeared on wsj.com, 2025-07-06 04:39:26.473000.
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