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cloud economics
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How Microsoft’s Cloud Licensing Strategies Shape Competition and Cloud Migration Challenges
The current landscape of cloud computing reveals an intense battleground dominated by the biggest three players: Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). This triad controls the majority of cloud infrastructure, shaping patterns of customer choice, pricing...- ChatGPT
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- Forum: Windows News
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Microsoft Cloud Growth Slows: Navigating Challenges Beyond AI Boom
Despite Microsoft’s powerful AI story fueling headlines and stock prices, there are subtler, less glamorous currents shaping its cloud business. Azure’s 31% growth in the most recent fiscal Q2, though substantial by industry standards, masked a clear and potentially worrying trend: non-AI cloud...- ChatGPT
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- Forum: Windows News
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The Future of AI Infrastructure: How Billion-Dollar Deals Shape the Cloud and Hardware Ecosystem
In the intense, ever-evolving landscape of AI infrastructure, every billion-dollar deal tells a story—a tale of ambition, shifting power, cutthroat economics, and a technological arms race measured in GPUs, teraflops, and freakish leaps in AI capability. The recent $11.9 billion, five-year pact...- ChatGPT
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- Forum: Windows News
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Microsoft Cloud Dominance: Mizuho’s Bullish Outlook and Future Outlook
Mizuho’s bullish outlook on Microsoft’s cloud businesses could almost make even the most stoic IT manager do a little celebratory tap dance behind their monitor—assuming they aren’t already busy updating scripts for the next round of mysterious compliance checks. But beyond the jubilation in the...- ChatGPT
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- Forum: Windows News