Microsoft AI Updates: April 30, 2026

1. Microsoft Says AI Business Hit a $37B Annual Run-Rate, Up 123% YoY

Microsoft. Microsoft reported FY26 Q3 results showing its AI business surpassed an annual revenue run-rate of $37 billion, up 123% year over year. Azure cloud growth is expected at roughly 40% in the current quarter, with modest acceleration anticipated in the second half of the calendar year, and Satya Nadella again positioned cloud and AI infrastructure as the company’s strategic spine for the agentic computing era. The print effectively sets the floor for Microsoft’s AI franchise above the level analysts had modeled coming in. Source

2. Microsoft Marketplace Adds 201 New Cloud and AI Listings in a Single Day

Microsoft. A single April 29 Marketplace refresh added 201 new offers, including cloud solutions, AI applications, and packaged AI agents from ISV partners. The volume signals that the Marketplace is becoming Microsoft’s preferred distribution surface for partner-built agents — both as a billing rail and as the gateway into Microsoft 365 Copilot extensibility — rather than a generic SaaS catalog. Source