Microsoft AI Cloud Surge Meets Paducah Power Bet

Thu, Jul 30 ~2 min read ✓ Reviewed by Get AI Decoded Editorial Team

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AI demand is showing up in cloud revenue, Copilot seats, and dedicated power plans.

🤖 Microsoft Turns AI Spend Into Cloud Growth

Decoded: Microsoft said in its official FY26 Q4 release that revenue rose 18% to $90.0 billion, Microsoft Cloud revenue climbed 27% to $59.3 billion, and Azure and other cloud services revenue increased 43%. CEO Satya Nadella said Azure revenue surpassed $100 billion for the year and Microsoft 365 Copilot reached more than 30 million paid seats. Source: https://aka.ms/pressreleasefy26q4

Why it matters: The AI capex debate now has a revenue counterweight. Investors still have to watch spending intensity, but Microsoft is giving the clearest read-through that enterprise AI demand is converting into cloud growth rather than staying in demo mode.

💡 Kentucky Data Center Plan Moves Power to the Center

Decoded: Bloomberg reported that NextEra Energy and Brookfield plan a privately funded $100 billion data center campus tied to the Energy Department's former Paducah nuclear site in Kentucky, including a 2-gigawatt gas-fired power plant and up to 2.6 gigawatts of battery storage. Source: https://www.bloomberg.com/news/articles/2026-07-29/nextera-brookfield-to-build-100-billion-kentucky-data-campus

Why it matters: AI infrastructure is becoming an energy development story as much as a server story. The investable map is widening from chips and cloud landlords to utilities, power developers, grid equipment, and storage suppliers that can deliver capacity fast.

Stay decoded. See you tomorrow.

— The Get AI Decoded Team