Microsoft in the AI Turbo! Proprietary Chips, Massive Investments in the Cloud, and new Subscription Models!

Microsoft (i)(MSFT) is ramping up its pace. While Azure is experiencing record growth with AI applications, the company is building the largest investment wave in its history of $30 billion for new data centers, proprietary chips, and AI-driven productivity and gaming subscriptions this quarter. Satya Nadella is positioning the company as a pioneer of a new technological decade, where capacities, integration, and user experience are redefined. Azure in overtaking mode - AI drives an unprecedented CapEx cycle Microsoft's cloud is growing faster...