Stratechery's interpretation of CFO Amy Hood's explanation seems to be the exact opposite of what you're saying: non-AI outperformed more than AI, which showed positive results mostly from early capacity being brought on pulling forward already established demand.

Stratechery:

Everyone is very excited about the big Azure beat, but CFO Amy Hood took care to be crystal clear on the earnings call that the AI numbers, to the extent they beat, were simply because a bit more capacity came on line earlier than expected; the actual beat was in plain old cloud computing. From Hood’s prepared remarks:

Focused execution drove non-AI services results where we saw accelerated growth in our enterprise customer segment, as well as some improvement in our scale motions. And in Azure AI services, we brought capacity online faster than expected.

Hood further clarified in response to a question:

Just to provide some clarity because I think your question implies something that we didn’t mean to imply on the call. First, the real outperformance in Azure this quarter was in our non-AI business. So then to talk about the AI business, really, what was better was precisely what we said. We talked about this. We knew Q3 that we had and hadn’t really match supply and demand pretty carefully and didn’t expect to do much better than we had guided to on the AI side. We’ve been quite consistent on that.

So the only real upside we saw on the AI side of the business was that we were able to deliver supply early to a number of customers. And being able to do that throughout the quarter creates quite a good benefit to us. But the majority of our outperformance versus where we had expected to be was on the non-AI piece of the business.