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taishiro
What's particularly important is that Azure's expansion is happening alongside growing enterprise adoption of AI services, cloud computing and the infrastructure required to run increasingly sophisticated models.
But there's another side to the story.
The market is becoming more selective about AI spending. Google's latest results showed that even strong cloud growth can struggle to satisfy investors when capital expenditure and cash flow expectations deteriorate.
#MicrosoftQ1AzureSurges
taishiro
Microsoft just delivered the kind of cloud numbers that explain why the AI infrastructure race is still attracting enormous capital.
Its latest quarterly revenue reached $92.3B, up 19% year over year, while Azure grew approximately 48%, with next quarter's growth guidance pointing toward 49% to 50%.
That's substantial demand.
#MicrosoftQ1AzureSurges
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