Microsoft 's ( MSFT - Free Report ) Azure cloud platform continues to demonstrate robust momentum, with revenues growing 33% in the latest quarter, including a significant 12-point contribution from AI services. The company's strategic positioning in the cloud infrastructure market, combined with its early mover advantage in AI integration, suggests continued strength in 2025. Azure's growth trajectory is particularly noteworthy as it took shares from competitors while doubling its OpenAI service usage over the past six months. However, investors should carefully weigh the current valuation against future growth prospects, given the stock's substantial 18% year-to-date (YTD) appreciation.