@_L1vY_

"Meanwhile, the company’s remaining performance obligations (RPO), a closely watched measure of contracted future revenue, more than doubled to $625 billion. OpenAI accounts for roughly 45% of that backlog, reflecting the AI company’s long-term commitments to use Microsoft’s Azure cloud infrastructure under their renegotiated partnership.

The rest of Microsoft’s RPO balance grew 28%, which the company said was aided by a commitment from Anthropic... "

https://www.geekwire.com/2026/microsoft-beats-expectations-cloud-tops-50b-as-openai-and-anthropic-deals-reshape-its-business/