Microsoft's AI buildout: 88 new data centers, broader model catalog, silicon gains

<p class="P1" data-sourcepos="5:1-5:394;118-511">Microsoft CEO Satya Nadella laid out how the company is scaling its AI infrastructure and platform to keep pace with demand. He outlined these plans during an earnings call on July 29, when he also announced record revenue above US$331 billion for fiscal year 2026 (ending on June 30), with Microsoft Cloud earnings surpassing US$214 billion and Azure earnings surpassing US$100 billion.