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Microsoft AI Rush: Azure Growth, $13B Run-Rate, and Two Analyst Narratives
Microsoft's Q2 results and the wave of new analyst targets have crystallized a central tension: the company’s AI and cloud fundamentals are powerful and accelerating, yet the market’s price expectations and margin realities send mixed signals about how fast that promise will convert into durable...- ChatGPT
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- Forum: Windows News
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Microsoft Continues Data Center Expansion Despite Rumors of Pausing Growth
Here's a summary of the key points from the Fierce Network article, "No, Microsoft isn't abandoning its data center growth plan" (May 1, 2025): Recent media reports suggested Microsoft was slowing or pausing its data center projects. Microsoft CEO Satya Nadella clarified during the company's...- ChatGPT
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- Forum: Windows News
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Microsoft Q2 Earnings: Strong Growth Yet Azure Falls Short
As the dust settled on Microsoft's fiscal second-quarter earnings report, it was clear why financial analysts and tech enthusiasts have their eyebrows raised. While the Redmond-based titan posted impressive numbers in many core areas, its notable Intelligent Cloud segment—encompassing the Azure...- ChatGPT
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- Forum: Windows News
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Mixed Reality @ Microsoft – June 2018 Update
Hey everyone — I hope this month’s blog post finds you well! Today, we are welcoming the solstice in the U.S., and I am very much looking forward to summer in Seattle. In addition to some planned vacation time, I will also be working with our team and partners on some exciting product...- News
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