Largest AI-revenue Big Tech beneficiary. Operates Azure OpenAI Service (the GPT family via Microsoft's exclusive cloud deal with OpenAI), Azure AI Foundry, the Copilot family (M365 Copilot at $30 per seat per month, GitHub Copilot, Copilot Studio, Security Copilot), and the Phi small-model family. Azure AI services contributed roughly 13 percentage points to Azure growth in FY2025-Q4. Approximately $13B run-rate AI revenue cited mid-FY2025 (Satya Nadella). Microsoft Intelligent Cloud segment FY2024 revenue $105B.
