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Tustin AI Daily Briefing

Tustin AI Daily Briefing

Azure tops $100B but half Microsoft's backlog rests on OpenAI - Tustin AI Daily Briefing, Jul 30

Tustin AI Daily Briefing · Jul 30, 2026 · 5:09

0:005:09

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Microsoft's Azure passed $100 billion in revenue, yet half of its $678 billion backlog depends on OpenAI, a bet on renting the frontier. Also: AI adoption follows a J-curve where success and failure look alike at first, Target and Instacart CTOs split on AI-native orgs, and MCP ships its biggest update ever.

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