Microsoft earnings: Shares rise as results beat expectations

“We offer the broadest selection of AI accelerators, including our first-party accelerator, Maia 100, as well as the latest GPUs from AMD and Nvidia,” said CEO Satya Nadella, referring to graphics processing units. The company is “the first cloud to bring up Nvidia’s Blackwell system with GB200-powered AI service.”

In addition, Nadella cited the benefits he says Microsoft sees from its OpenAI partnership. “We have a financial interest in a company that has grown significantly in value,” he said, and the partnership is helping to drive momentum in the cloud.