In a landmark moment for the tech industry, Microsoft has officially joined Nvidia in the exclusive $4 trillion market capitalisation club, following a surge in its share price after stellar Q4 earnings.
This accolade achieved on 31st July 2025 marks a dramatic shift in the hierarchy of global tech giants, with Microsoft briefly overtaking Nvidia to become the world’s most valuable company. But for how long?
The rally was fuelled by Microsoft’s aggressive investment in artificial intelligence and cloud infrastructure. Azure, its cloud platform, posted a 39% year-on-year revenue increase, surpassing $75 billion in annual sales.
The company’s Copilot AI tools, now boasting over 100 million monthly active users, have become central to its strategy, embedding generative AI across productivity software, development platforms, and enterprise services.
Microsoft’s transformation from a traditional software provider to an AI-first powerhouse has been swift and strategic. Its partnerships with OpenAI, Meta, and xAI, combined with over $100 billion in planned capital expenditure, signal a long-term commitment to shaping the future of AI utility.
While Nvidia dominates the hardware side of the AI revolution, Microsoft is staking its claim as the platform through which AI is experienced.
This milestone not only redefines Microsoft’s legacy—it redraws the map of pure tech power and reach the company has around the world.
This has been earned over decades of business commitment.