Forget "AI or bust." Microsoft’s multiple holds because approximately 70% of Intelligent Cloud growth traces back to boring migrations—high-visibility, low-drama, with AI serving as an accelerant. The ...
When you take a close look at your monthly Azure bill, the likelihood is that the single biggest line item will be Compute.
A closer look at AI-driven capital spending, GPU depreciation and shrinking margins helps explain why massive hyperscaler ...
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