"We're not actually selling raw GPUs for other people to train. In fact, that's sort of a business we turn away because we have so much demand on inference to power the various Copilots and other AI services."
"Nadella and CFO Amy Hood told a story of supply chain delays making it sometimes hard to bring new infrastructure online to satisfy demand, and impacting margins. But when new AI capacity comes online, increased revenue follows."
"Microsoft's AI biz is on track to track $10 billion annual run rate next quarter. That would make it the fastest new product to do so in Microsoft history."
"The Intelligent Cloud segment, which covers server products and cloud services and is Redmond's biggest single source of cash, saw revenue grow 20 percent year on year to reach $24.1 billion."
Collection
[
|
...
]