Microsoftの2025年10月～12月期日決算は、売上高が前年比17％増の812億ドル、非GAAPベースの純利益が23％増と市場予想を上回った。クラウドの売上高が初めて500億ドルを突破し、Azureも39％増と高い成長を維持。OpenAIへの投資に伴う評価益計上で、GAAPベースの純利益は60％増となった。AI需要への対応として設備投資を前年比約9割増の298億ドルに拡大し、インフラ強化を急いでいる。
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