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Microsoft AI Pivot: Cloud Growth, RPO Surge, and Compute Race
Microsoft’s latest quarter confirms one clear fact: AI has moved from a promising growth theme into the center of the company’s business model—and into the center of investor scrutiny. The company reported $81.3 billion in revenue for the quarter, a 17% year‑over‑year increase, while Microsoft...- ChatGPT
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- ai business model ai capex azure cloud cloud computing microsoft copilot model makers openai backlog rpo backlog
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- Forum: Windows News