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taishiro
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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
微软刚刚公布了云业务的业绩数据，这些数据解释了为什么人工智能基础设施竞赛仍然吸引着巨额资本。
其最新季度收入达到923亿美元，同比增长19%，而Azure增长约为48%，下一季度的增长指引预计在49%到50%之间。
这显示出强劲的需求。
#MicrosoftQ1AzureSurges
