<?xml encoding="utf-8" ?> Microsoft Corp. MSFT has reorganized its Azure cloud leadership and accelerated its custom AI silicon roadmap—scaling its in-house Maia chip to multi-gigawatt deployments by 2027—in a bid to sharpen its focus on artificial intelligence and tighten control over the infrastructure powering products like Copilot and OpenAI models.

Microsoft (MSFT) is reshuffling the leadership of its Azure cloud computing business after a number of senior officers, including artificial intelligence head Eric Boyd, resigned

Microsoft is reorganising the leadership of Azure and merging some units, The Information reports. Database chief Arun Ulag is taking on a bigger role.

The stock is within 2% of its record close. Is cloud growth in the mid-40s enough to send it past?

Microsoft Corp. MSFT could see additional upside from Azure pricing over time, even as recent cloud growth has largely been driven by capacity expansion and efficiency gains, according to BNP Paribas Equity Research.

Azure demand is outpacing Microsoft's ability to supply it, Copilot seats are surging, and the backlog just hit a record, yet the stock has barely moved in a year. Here is what a steady monthly commitment could realistically turn into by 2030 under three very different scenarios.

The tech company will now report Azure's revenue in its quarterly results, not just its overall growth rate.

I am initiating Microsoft with a Buy rating and a $611 price target, implying 14% upside. I believe Azure expansion, Microsoft 365 Copilot adoption, and enterprise AI applications can drive fiscal 2028 revenue to $437 billion and EPS to $22.

Azure is accelerating, the commercial backlog just hit a staggering new record, and Wall Street is nearly unanimous on the stock. So why does free cash flow keep shrinking, and what does that mean for where Microsoft goes from here?