Microsoft told investors in April 2026 that its AI business had reached an annual run rate of $37 billion
Microsoft reported during its Fiscal Year 2026 Third Quarter Earnings Conference Call that its AI business had an annual revenue run rate of $37 billion. This figure represents a 123% increase year-over-year. The company noted this growth was driven by strong demand and execution.
Verified 2026-08-03
Track with InsiderWhy it matters
A run rate projects current sales over a full year, and Microsoft's AI business is already large.
- Price
- $521.03
- 30D
- -2.88%
- AI share of revenue
- 11.2%
PRICES 15-MIN DELAYED · EODHD
More on Adoption
- Stanford's 2026 AI Index, citing McKinsey's 2025 survey, breaks down AI-agent deployment by business function. Even in IT, the function with the most agent activity, the share of organisations reporting no AI-agent use at all in 2025 was still 69% of organizations report zero AI-agent use in IT, the business function with the heaviest agent activity
- Stanford's 2026 AI Index reports that organizations' use of generative AI specifically, not just AI overall, grew sharply in 2025: the share of organizations that regularly use generative AI in at least one business function reached 79%, up from 71% in 2024
- Stanford's 2026 AI Index compared generative AI's adoption curve after its mass-market debut to that of earlier transformative technologies, and found generative AI reached 53% population adoption within three years, faster than the PC or the internet
The AI boom,with receipts.
6 sourced facts every weekday, plus the Weekly Brief, AI company deep dives and so much more. Free.
Free · No card · Unsubscribe anytime · See today's issue →
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →