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

A. Wimbauer
Reading Time: 5 minutes

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...

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