Analyst: Microsoft's cloud computing capacity meets strong demand

Yorkville Ives analysts pointed out that Microsoft's financial report shows its cloud computing capacity is sufficient to meet the enormous market demand. Microsoft Azure's revenue exceeded Wall Street expectations, becoming a key factor in stock performance.

Before the financial report, the market had already seen AI-driven demand, but there were doubts about the speed of capacity release. Microsoft's promised future expenditure scale is $677 billion, with confirmed revenue expected to increase in the next 12 months. On Thursday before the market opened, Microsoft's stock price rose 2.7% against the trend.