Demand for cloud infrastructure continues to grow, especially in Europe, as organizations focus on migrating to the cloud and building new solutions that take advantage of AI. Microsoft is expanding our cloud infrastructure to support this demand and power more AI capabilities for customers.

This includes additional infrastructure at new and existing datacenters, deploying the most advanced AI accelerators from NVIDIA and AMD, alongside our own custom AI accelerator capabilities, faster networking and storage solutions, and optimized computing infrastructure. We are also working to make Microsoft Azure the best home for any enterprise workload, whether migrating existing workloads to the cloud easier or bringing SAP or Oracle Database Services into Azure.