Microsoft earlier announced itsFiscal Year 2025 Third Quarter Financial Results, of which revenue reached US$700.7 billion, an increase of 13% over the same period last year, and net profit reached US$258 billion, an increase of 18% over the same period last year. The main revenue came from the Azure cloud service department, with revenue of US$424 billion, and the productivity and business process department including Office 365 and LinkedIn had revenue of US$299.4 billion. As for the personal computing department including Windows business, search advertising, devices and game consoles, revenue was US$133.7 billion, and expenses including data center expansion and related leasing reached US$214 billion.
Microsoft said it will increase investment in infrastructure such as data centers to support artificial intelligence workloads, and Microsoft Chief Financial Officer Amy Hood said related expenses will continue to increase in the new fiscal year starting in July this year.
In addition, Microsoft also explained its previous partnership with OpenAIAdjustments will be madeOriginally, OpenAI could only use services provided by Microsoft as a source of artificial intelligence computing power, but the infrastructure computing resources provided by Microsoft can no longer meet OpenAI's needs. Therefore, the new version of the agreement allows OpenAI to purchase computing power from other suppliers. However, Microsoft still has the right to restrict OpenAI's use of specific cloud services and has the right to sell computing power to OpenAI first.
As for the impact of the Trump administration's tariff policy, Microsoft said the actual impact is not that great, but it may still have a certain impact on Microsoft's partners.
