📈 Microsoft’s 10 Straight Record Quarters

Trump: ❌ AI, ✅ SI. . 

Free AFIRE Guide | AI Academy | Advertise | AI Mastery A-Z

ai-fire-banner

Plus: I Let Claude Opus 5.5 Run My Business for an Entire Day. Here’s the Honest Result (Super Detailed)

Microsoft just made $92.3B in ONE quarter. That’s 10 straight record quarters! Azure grew 48%, and its future revenue backlog hit $677B. AI spending is getting wild.

AI-generated Podcast: Spotify | Apple Podcasts, YouTube

AI INSIGHTS

📈 Microsoft Hits 10th Straight Record Quarter as AI Pushes Revenue to $92B

microsoft-hits-10th-straight-record-quarter

Microsoft just posted its 10th straight quarter of record revenue, hitting $92.3B, up 19% year over year. The big driver was cloud:

  • Microsoft Cloud: $63.9B, up 30%

  • Azure: $33.2B, up 48%

  • Microsoft 365 cloud: $27.8B

  • Net income: $36.6B, up 32%

AI is becoming a bigger part of that story too. Microsoft’s commercial remaining performance obligation jumped 73% to $677B, reflecting a huge backlog of future contracted revenue across its cloud and AI infrastructure business.

The weaker side was consumer hardware. Devices and Consumer revenue fell 3%, while Windows OEM and devices revenue dropped 22%.

Microsoft is also spending aggressively to keep up with demand, with quarterly capital spending reaching another record level.

→ Microsoft’s AI bet is increasingly showing up in real financial results. Azure and cloud infrastructure are carrying the growth, while the company keeps spending heavily to build enough capacity for the next wave.

AI SOURCES FROM AI FIRE

1. Video: I Hired Gemini 4 as My AI Employee. Claude Should Be Worried? Evie gives Gemini 3 very different jobs with barely any guidance. What it manages to pull off is impressive enough to earn a final showdown with Claude Opus 5.5.

2. How to Use Claude Code to Reverse Engineer Notion & Build Your Own Database App. You’ll see how to reverse engineer Notion’s database features and build a working app with table, board, and list views. I’ll show you the process, the tools, and the prompts.

3. Kimi K3.1 Pro Is HERE! Can It Really Beat Claude Opus 5.5? Test It With These Prompts. We’ll break down what makes Kimi K3.1 Pro different, where it beats the competition, and where it still falls short. Plus, you’ll get practical prompts to test its capabilities yourself.

REAL TEST FROM AI FIRE TEAM

🔥 I Let Claude Opus 5.5 Run My Business for an Entire Day. Here’s the Honest Result (Super Detailed)

ai-business-automation-i-tested-opus-5-5-on-14-real-jobs

I’ve seen plenty of “give AI $100 and start a business” experiments. It’s fun to watch, but it’s not that useful to learn from.

I wanted to test something closer to actual daily work. AI Fire already has 51K+ readers, learning products, a community, and sponsors. So I gave Claude a 12-hour window, 7:30 AM to 8 PM, and 14 real jobs.

Could one AI model handle a full business day without me hovering over it every hour?

I split Claude into 2 separate sessions with different access and responsibilities.

I’ll walk you through the entire experiment, the hour-by-hour tasks, and the honest A–F scoreboard. You’ll also get a practical framework to test the same setup in your own business. (this report is super detailed, so take your time)

TODAY IN AI

AI HIGHLIGHTS

🔥 Black Friday season is coming! If your brand has a strong offer, AI Fire is rounding up the best deals for a special edition with sponsored slots available. Send it our way.

📝 This self-hosted job hunting tool is blowing up online. It helps you find roles, tailor resumes and cover letters, and track every application in one place. Download it here.

👔 Emily Lai used AI to analyze 1,500 viral X replies & turned all the products people genuinely can’t live without into one website (the link). Everything’s under $250.

💸 From now on, eligible ChatGPT Pro and Business users can claim up to $500/month in API credits to build apps and AI agents. Claim your API credits in ChatGPT billing.

💸 Claude spending is exploding, so Anthropic launched tools to track everything. Teams can now see what AI produced, what it cost, or where the workflow fell apart.

🇺🇸 Trump will be BANNING the term, ‘AI/Artificial Intelligence,’ in all relevant documents to push towards Super Intelligence (SI). AI is inaccurate for him now.

💰 Google expanded ads inside its AI Search worldwide. Search revenue growth slowed again, and apparently the answer is… put more ads inside the AI answers.

💰 Big AI Investment: Nvidia & AMD are investing $4B in Meta as it raises $95B for AI infrastructure. Nvidia puts in $3B, AMD $1B, deepening their push into Meta’s AI buildout.

🎥 How to Recreate a Video You Love, in Your Own Brand

ai-fire-ads

Step 1: Sign up for Clueso free, no credit card needed.

Step 2: In the prompt window on the home screen, upload a video whose style you love. Add your website link for branding, and tell Clueso what your video should cover.

Step 3: Clueso’s AI agent builds your video with a fresh script, voiceover, motion graphics and your branding.

Step 4: Tweak anything by hand, or ask the AI to edit it for you.

That’s one way to start. You can also directly upload a rough screen recording, slide deck or doc, and Clueso turns it into a video based on your instructions.

NEW EMPOWERED AI TOOLS

ai-fire-tool-ads
  1. 💰 Adgentek keeps your AI app free while ads help cover inference costs. Add labeled native ads to your app or chatbot using Cursor, Claude Code, or Lovable in minutes. Get started for free.

  2. 🕶️ XREAL AURA lets Gemini see across your view, clean up windows, and brainstorm from whatever you’re looking at.

  3. 🎙️ Rime’s Prism gives companies something voice AI badly needs: a chance to check the words before they’re spoken.

  4. 🥇 Gemini 4 Carbon just grabbed #1 on Text Arena with 1,528 points, while also taking #2 in Agent Arena and #4 in WebDev.

AI BREAKTHROUGH

🚨 Google’s New Gemini 4 Carbon is Too Dangerous for The Public

googles-new-gemini-4-carbon

Google introduced Gemini 4 Carbon, its newest frontier model and the strongest Gemini 4 model so far, with a heavy focus on cybersecurity, coding, and long-running agentic work. It follows Gemini 4 Argon by only 2 weeks.

  • Ranks #1 on Artificial Analysis Intelligence Index v5.0 with a score of 59.

  • Hits 88.2% on SEC-bench Pro for finding real software vulnerabilities.

  • Scores 54.8% on ExploitGym for validating whether vulnerabilities can actually be exploited.

  • Reaches 71.0% on CWE-bench for producing working security patches.

Compared with Argon, Carbon reportedly cuts unsupported claims by about 2×, reduces high-severity misalignment alerts by nearly 80%, and reached 0% attack success on Gray Swan’s indirect prompt-injection benchmark.

But you can’t broadly use Carbon yet. Google is rolling it out first to selected cyber defenders and trusted partners through its Fairwind Program. Developer, business, and consumer access is coming later.

Pricing will start at $2 per million input tokens and $10 per million output tokens, matching Gemini 4 Argon’s introductory pricing. After the introductory period, Google says that rises to $4/$20.

Discover laptops with built-in intelligence.

Shift your workforce into hyper-productivity mode with Dell Pro laptops powered by Intel® Core™ Ultra with Intel vPro®. Shop on Dell Premier.

Explore More

We read your emails, comments, and poll replies daily

Hit reply and say Hello – we’d love to hear from you!
Like what you’re reading? Forward it to friends, and they can sign up here.

Cheers,
The AI Fire Team

 


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *