President Trump's tariffs have dominated global headlines for weeks. period MicrosoftHowever, during the speech preparation period, the earnings call with investors only appeared once on Wednesday.

Microsoft's head of finance Amy Hood's reference is related to the sale of personal computers and Windows operating system licenses from other PC manufacturers.

"Revenues for Windows OEMs and devices increased by 3% year-on-year as tariff uncertainty in the quarter kept inventory levels rising," Hood said.

While Microsoft does sell Surface PCs and Xbox video game consoles, the impact may be direct and direct than the companies selling physical products.

Still, Microsoft does see second-order effects like other software vendors. Its customers may feel the impact of higher prices on goods imported into the U.S. and choose to soften spending, while Microsoft does buy equipment from other countries.

The Washington-based Redmond company is investing heavily in buying and installing necessary Nvidia Graphics processing units around the world power Openai’s Chatgpt and other AI products.

CEO Satya Nadella said on the call that if anything, the software might help the company respond.

"I think if you think software is the most viable resource, then we have to fight any type of inflationary pressure or any type of growth pressure and you need less things, and I think we can be very helpful in that," he said. "So if there are, we might have more ways of thinking, how do we make sure we are helping our customers and then, of course, we'll look for it.
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The company sells a range of AI products, including GitHub Copilot, which provides developers with source code advice and Microsoft 365 Copilot Assistant, which answers questions in Excel, Teams, and other productivity applications.

After the call, Microsoft's stock traded about 8% in the expansion trading. The company reported higher revenue and revenue than analysts predicted and released optimistic forecasts.

watch: Morgan Stanley's Guerra says