- Microsoft Foundry revenue from open-source models grew 10x year-over-year, per CEO Satya Nadella.
Microsoft CEO Satya Nadella said on the earnings call that Foundry revenue from open-source AI models grew tenfold year-over-year, and customers building multi-model AI agents increased fivefold. Analysts see Microsoft's flexible AI stack as a beneficiary of enterprise model diversification.
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