微软 Foundry 收入同比增长超两倍，使用多模型的客户数同比增长 5 倍，开源模型相关收入增长 10 倍。微软正将 Foundry 与 Fabric 进一步打通，让客户可在数据旁构建智能体，并通过 Microsoft IQ 把 Microsoft 365、Foundry 和 Fabric 的企业上下文开放给智能体工作负载。
2/ Underneath our 1P experiences is a common platform, starting with Foundry, which is becoming an increasingly important driver of our growth:
· Foundry revenue more than tripled YoY
· Number of customers building with multiple models grew 5X YoY
· Revenue from open source models increased 10X YoY
We're also bringing Foundry and Fabric closer together, so customers can build agents right next to their data.
And with Microsoft IQ, we're making the rich enterprise context underneath Microsoft 365 + Foundry + Fabric available to agentic workloads.
Nearly 60K customers are accessing context across Microsoft IQ, up 25% QoQ.
来源：Satya Nadella · x.com