Public Tech Giants Dominating AI Revenue

Microsoft's Azure cloud business surpassed $100 billion in annual sales for fiscal year 2026, while Nvidia's Data Center revenue, largely driven by AI chips, hit $75.2 billion in Q1 FY2027.

Sources

• Microsoft Just Revealed One Customer Is 70 Percent of Its AI Revenue - Medium
• Alphabet (GOOGL) Delivers $119.8B in Q2 2026 Revenue While AI Expansion Challeng
• fool.com
• nvidianews.nvidia.com
• Nvidia Stock Price Prediction 2026-2040: Can NVDA Become the First $6 Trillion A

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