Microsoft: Getting Margins From AI Means Sometimes Saying No
… The Intelligent Cloud revenues were up 28.2 percent to $30.9 billion, with operating income of $13.39 billion, representing 43.3 percent of revenues and up 27.5 percent year on year. …
Search
Microsoft Committed To Doubling AI Infrastructure In Two Years
… I have a tough time believing that OpenAI represented 55 percent of Intelligent Cloud revenues, and an even tougher time believing that OpenAI represented 68 percent of all Azure revenues. …
If You Can Make A Compute Engine, You Can Sell A Compute Engine
… The Gaming group does much better, at $173 million in our estimates, representing 24 percent of revenues for its operating income. …
Eridu Cuts To The AI Networking Chase With High Radix Switch System
… And that is enough revenue to engender innovation and to drive competition and still leave Nvidia the dominant supplier of compute and networking for AI systems in 2030. …