Through software optimization alone, Microsoft delivers 90% more GPT-4o-family tokens per GPU than a year ago.

Judged as of July 2025. True: Microsoft's official records, such as the FY25 Q4 earnings call transcript or investor materials, or other Microsoft technical disclosures, state that software optimization alone produced about 90% more tokens per GPU (for GPT-4o-family models, or as the claim describes) than a year earlier. A figure within a few points (e.g., 85–95%) counts as true. Mostly true: the improvement is confirmed at about 90% but the model-family scope differs slightly, or hardware played some part. Mixed: a substantial gain is confirmed but it is materially different from 90% (e.g., 50–75%), or the gain is not attributed to software alone. Mostly false: the figure is drawn from a narrow benchmark and presented as general. False: the evidence contradicts it, for example a much smaller gain. The claim needs at least a matching Microsoft statement; independent support strengthens it.

Set before the research began.

1. E1 Microsoft (MSFT) Q4 2025 Earnings Call Transcript & Audio StockAnalysis.com · 30 July 2025 Own record

   “Take, for example, the GPT-4o family of models, which have the highest volume of inference tokens. Through software optimizations alone, we are delivering 90% more tokens for the same GPU compared to a year ago.”

2. E2 Microsoft (MSFT) Q4 2025 Earnings Call Transcript & Audio StockAnalysis.com · 30 July 2025 Own record

   “That GPT-4o example I gave is all software, right?”

3. E3 Microsoft conference call: Order surge, Azure in short supply, data center tightness expected to last until 2026 Longbridge (Wallstreetcn article) · 30 October 2025

   “For example, this quarter we increased the token throughput of GPT-4o and GPT-5 (the two most widely used models) by over 30% per GPU.”

The transcript of Microsoft's FY25 Q4 earnings call (E1) records the statement that, for the GPT-4o family of models, software optimizations alone delivered 90% more tokens for the same GPU than a year earlier. In the same call (E2), the gain is described as "all software." That is the matching official Microsoft record the resolution criteria require. E3 reports a separate later quarter's gain of more than 30%, which covers a different period and does not contradict the figure. No independent source verifies the 90% figure itself.