MSFT

<p>Microsoft CEO Satya Nadella stated that Deepseek indeed has some real innovations. He mentioned that when token prices drop and inference computing prices decrease, it means people can consume more. Nadella also told investors that the company's current revenue run rate for its artificial intelligence business has exceeded $13 billion, a 175% increase compared to the same period last year</p>

- Microsoft reported its Q2 FY2025 financial results, showing a 21% year-over-year increase in commercial cloud revenue, with Azure and other cloud services growing 31%.  
- CEO Satya Nadella highlighted significant AI contributions, with AI business revenue running at over $13 billion, a 175% increase from the previous year, and a 67% rise in future orders, largely driven by OpenAI.  
- CFO Amy Hood noted that Microsoft Cloud revenue reached $40.9 billion, with a gross margin of 70%, despite a slight decline due to expanded AI infrastructure.

Wallstreetcn

Microsoft

Microsoft conference call: DeepSeek is a positive factor, AI business annual revenue run rate has now exceeded $13 billion, a year-on-year increase of 175%