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Microsoft conference call: AI demand exceeded expectations, capacity may be limited after June, tariffs were mentioned only once, and the period of economic pressure coincides with the acceleration of Cloud Computing penetration.
Microsoft stated that this quarter's Azure exceeded expectations mainly due to non-AI services, with excess contributions from the AI segment coming from the early delivery of some GPU capacities; unexpected AI demand may lead to capacity tightness after June, and this year will continue to invest 80 billion dollars in Datacenter construction; historical experience shows that periods of economic pressure coincide with accelerated Cloud Computing penetration.
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