By Simply Wall St
Publication Date: 2026-01-30 07:07:00
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Microsoft (NasdaqGS:MSFT) reported second quarter results with record cloud and AI revenues and the launch of its Maia 200 AI chip.
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The company highlighted strong AI related customer commitments, including from OpenAI, contributing to a growing business backlog.
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Despite beating earnings expectations, Microsoft shares saw their steepest single day decline since 2020 as investors focused on heavy AI infrastructure spending and slower Azure growth.
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Microsoft announced new AI partnerships, including a reported US$750 million deal with Perplexity and sector specific collaborations with Itron, Bristol Myers Squibb and Richtech Robotics.
For anyone tracking Microsoft (NasdaqGS:MSFT), this update sits at the intersection of its cloud franchise and its AI ambitions. The company is pushing hard into AI infrastructure with its Maia 200 chip and positioning Azure as a hub…
