Microsoft cloud revenue beats estimates in sign that AI bet is paying off微软云收入超出预期，表明其在人工智能领域的投资正在取得回报。
Oct 28 (Reuters) - Microsoft surpassed expectations for quarterly cloud revenue on Wednesday, signaling that its hefty AI investments were paying off at a time Wall Street grows increasingly wary of Big Tech's debt-fueled spending.
An expanded view of Surface Laptop Ultra stands on display at Microsoft Windows & Surface event where new on-device AI capabilities for Windows PCs using Nvidia's new RTX Spark chips were announced, in San Francisco, California, US, October 7, 2026. REUTERS/Manuel Orbegozo
Oct 28 (Reuters) - Microsoft surpassed expectations for quarterly cloud revenue on Wednesday, signaling that its hefty AI investments were paying off at a time Wall Street grows increasingly wary of Big Tech's debt-fueled spending.
The software and cloud company's free cash flow also exceeded expectations by about $10 billion in the quarter, as spending on AI infrastructure came in below estimates and revenue grew.
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2026年10月7日，在美国加利福尼亚州旧金山举行的微软Windows和Surface发布会上，微软宣布了采用英伟达全新RTX Spark芯片的Windows PC的全新设备端AI功能。图为Surface Laptop Ultra的扩展视图。（路透社/Manuel Orbegozo）
10 月 28 日（路透社）——微软周三公布的季度云收入超出预期，这表明其在人工智能领域的巨额投资正在取得成效，而此时华尔街对大型科技公司以债务驱动的支出越来越感到担忧。
由于人工智能基础设施支出低于预期且收入增长，这家软件和云公司本季度的自由现金流也超出预期约 100 亿美元。
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