Post by Shay Boloor on X
Shay Boloor@StockSavvyShay
X$MSFT commercial RPO has more than doubled over the past five quarters to $678B.
That demand-backed backlog creates a powerful flywheel as contracted revenue funds AI capex, added capacity attracts more workloads and those workloads drive even more contracts.

335 likes18 repliesPosted Jul 29, 2026