# Analyst Tal Liani expects Azure growth to depend on how quickly new AI capacity comes online.

*business · news · 2026-04-17 · Benzinga*

## Key points

- Azure's growth is currently constrained by limited AI capacity, despite strong demand.
- Future infrastructure buildouts in fiscal 2026 could unlock further Azure upside.
- Copilot adoption is about 15 million seats, just 3.5% of Microsoft 365 users.
- Copilot integration and adoption will be key to proving returns on AI investments.
- Analyst projects Q3 2024 revenue at $81.395 billion and EPS at $4.05 for Microsoft.

**Companies:** Microsoft
**Countries:** United States

[Read the full story on Benzinga](https://www.benzinga.com/analyst-stock-ratings/reiteration/26/04/51891643/microsofts-ai-rally-why-analysts-say-azure-capacity-copilot-are-the-next-big-move)

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