Story: state of ai/the money
Context: Microsoft reaffirmed the metric on later earnings calls and disclosed it crossed $37 billion (up 123% YoY) in fiscal Q3 2026. Accurate as a run-rate, though a run-rate is not GAAP annual revenue.
Why this score? CEO of Microsoft. Earnings-call figures are under SEC liability; AI run-rate framing is a motivated carve-out.