Hood’s ‌email also called out Azure commitments from OpenAI ⁤and Anthropic that helped increase commercial bookings, basically the deals Microsoft closed in the quarter, ‌by 230%, year over year.

Capital expenditure on computing and‍ datacenter infrastructure also broke ⁣yet another quarterly record, reaching $37.5⁤ billion, she also noted.

Read ‌the memo

Team,

This afternoon, we announced our second-quarter financial results. We ​exceeded Wall street expectations, growing revenue 17% and ⁢15% in constant‍ currency and operating income by 21% and 19% in constant currency -a strong⁤ finish to the frist half of the fiscal year.

In the quarter, Microsoft Cloud revenue surpassed⁣ $50 billion for the first‍ time, ⁤growing ⁢26% and 24% in constant currency.

There were many‍ highlights this ⁤quarter, but a few stand out as reminders of the value our products and services deliver⁤ to‌ customers – and as‍ proof points‍ of the progress we are ⁣making: