Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

"Remember this was a nonprofit, and I think Bill even said, 'Yeah, you're going to burn this billion dollars,'" Satya Nadella said of Microsoft's $1 billion investment into OpenAI in 2019.Jason Redmond/AFP via Getty ImagesMicrosoft shares slid after hours, despite the company beating earnings expectations for its Q2.Analysts pressed CEO Satya Nadella and CFO Amy Hood about Azure's slowing revenue growth.Wall Street also seems worried about how m…

Microsoft Q2 strong, Azure growth of 39%, OpenAI is 45% of RPO

Microsoft Q2 strong, Azure growth of 39%, OpenAI is 45% of RPO Larry Dignan Wed, 28 Jan 2026 - 13:29 Larry Dignan Editor in Chief of Constellation Insights Constellation Research About Larry Dignan: Dignan was most recently Celonis Media’s Editor-in-Chief, where he sat at the intersection of media and marketing. He is the former Editor-in-Chief of ZDNet and has covered the technology industry and transformation trends for more than two decades,…