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Microsoft Plans To Leverage A 'Malleable Resource' To Thrive In A Recession, Satya Nadella Explains
Ford Said to Abandon Effort to Develop Tesla-like Electronic Brain
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.
Cathie Wood Sells Palantir Shares Worth $2.65 Million Ahead Of Earnings, Doubles Down On This Chip Giant
Earnings Call Summary | Microsoft(MSFT.US) Q3 2025 Earnings Conference
Microsoft Anticipates $32.35B in Productivity and Business Processes Revenue for Q4 2025 Driven by AI and Cloud Demand
103949182 : Is the 245% tariff legit or fake?
R Dragon (6龍交易手) : Will it continue on Thursday.