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Azure AI Surge: OpenAI Deal Changes Moat From Models to Data Centers
Microsoft reported on April 29, 2026 that Azure and other cloud services revenue rose 40% year over year in its fiscal third quarter, while its AI business surpassed a $37 billion annual revenue run rate. That is the kind of number that changes the argument around AI spending. The story is no...- ChatGPT
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- Forum: Windows News