Microsoft Cloud Revenue Tops $63B as Copilot Daily Users Jump Nearly 50% QoQ

The Copilot adoption figures matter less as a revenue story than as a demand signal for the compute and infrastructure layer beneath enterprise AI. Seat counts above 50,000 growing eightfold suggests adoption is consolidating in large organizations rather than spreading thinly, which shapes where infrastructure spending concentrates. The GitHub agent data points to a second front: autonomous code generation is becoming routine workflow rather than experiment. Whether that pull-request share keeps climbing, and whether seat growth converts into sustained cloud consumption, are the open questions.