Microsoft CEO Satya Nadella predicted in a September 25 interview that the enterprise AI agent market will surpass the cloud market by « orders of magnitude. » This forecast is backed by strong results: Azure revenue grew 43% year-over-year in fiscal Q4 2026, pushing the cloud platform past $100 billion in total revenue for the fiscal year ending June 30. Microsoft’s broader AI business hit a $37 billion annual revenue run rate by April 2026, representing a 123% increase from the prior year, while the number of customers using 1 trillion tokens annually quadrupled and joint customers rose 60%. Nadella unveiled Project Solara at Microsoft Build 2026, a platform developed with Qualcomm for « agent-first » computing.
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