Microsoft will start disclosing Azure quarterly revenue as part of a shift in its reporting structure, under which Azure revenue grew 42% YoY to $29.42B in Q4 (Jordan Novet/CNBC)

Microsoft is restructuring into two segments, Agents and Infra and Devices and Consumer, while beginning to disclose quarterly Azure revenue, which grew 42% to $29.42 billion. Simultaneously, Nvidia agreed to acquire Hugging Face for $12.9 billion, and G20 nations endorsed the U.S.-proposed Carolina Principles for sector-specific AI regulation.