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Microsoft's AI-driven revenue jumps 22.6%, Azure grows 40%, with major data center expansion planned.

Market News
15 Sep 2026
Seeking Alpha
View Source
Bullish
Microsoft's AI-driven revenue jumps 22.6%, Azure grows 40%, with major data center expansion planned.

Microsoft reported a 22.6% increase in Agents and Infrastructure revenue to $268.1 billion and a 23.1% rise in operating income, highlighting strong AI-driven growth. Azure cloud services grew 40% in fiscal 2026, with expectations of 45% growth next quarter. Despite a 79.6% surge in capital expenditures, Microsoft plans to expand data center capacity from 12GW to over 38GW by 2032, signaling heavy investment in AI infrastructure. While OpenAI-related costs and high CapEx may pressure free cash flow, Microsoft’s stock trades at a reasonable valuation near 25 times forward earnings, reflecting confidence in its AI-driven economics.

Microsoft shares trade at $499.50 on Pluang as of Sep 15, 2026 21:42 WIB, down 1.17% for the day. The company’s market cap stands at $3.75 trillion, reflecting its massive scale amid ongoing AI investments. Despite the stock's slight dip, Microsoft remains a heavyweight in the technology sector with a 52-week high of $542.07, underscoring strong investor interest in its AI-driven growth story.

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