
- Microsoft quarterly revenue up 17% to $81.3 billion, Microsoft Cloud revenue is 63% of this
- Investors are worried about over reliance on AI model makers, OpenAI and CapEx
- Nvidia still plays a role in Microsoft's plans going forward
Microsoft has posted a 17% year-over-year increase in quarterly revenue ($81.3 billion), but despite this success, it seems investors are concerned about bigger things at play than just the company's finances.