Kate Leaman, chief market analyst at AvaTrade, stated that the tech giants delivered solid growth, with notable investments in AI shaping their future strategies and efficiency.
Microsoft CEO Satya Nadella mentioned that Azure's strong performance, with a 34% growth year over year, indicates a significant demand for AI services and cloud computing.
Amy Hood, Microsoft's CFO, highlighted that demand for their cloud services continues to exceed capacity, suggesting a critical need for more data centers moving forward.
Dan Romanoff from Morningstar pointed out that the operating capacity limits of major public cloud providers like Microsoft and Amazon imply they need to intensify investments in infrastructure.
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