Satya Nadella: Microsoft AI business annual run rate reaches $37 billion

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Microsoft AI yearly revenue hits $37B

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Olesia Kramarenko

30.04.2026

Satya Nadella: Microsoft AI business annual run rate reaches $37 billion — Microsoft AI yearly revenue hits $37B

Satya Nadella reported the conclusion of Microsoft’s quarterly earnings call, noting a continued focus on delivering artificial intelligence infrastructure and solutions for businesses. According to Nadella, the company's AI business achieved an annual revenue run rate of $37 billion, representing 123% growth. He referenced the strategic importance of AI-driven technologies in advancing business outcomes during the evolving agentic computing era.

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Nadella recently highlighted Beca Group's deployment of Azure and AI to enhance engineering data accessibility. He also introduced hosted agents in Foundry to provide dedicated enterprise-grade sandboxes for AI agents. These developments precede Microsoft's latest focus on enterprise AI offerings.

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