Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...
Forbes contributors publish independent expert analyses and insights. Sanjit Singh Dang is a California-based contributor who covers AI. I recently wrote about the widespread AWS outage. Little did I ...
AI gets a lot of attention, but analysts say Microsoft Azure is disproportionately benefitting from migrations in its traditional cloud business Microsoft Corp. surprised Wall Street with strong ...
There was a lot to love about Microsoft’s latest earnings report, but Azure was a standout, with revenue gaining 33% from the previous year. Core sequential dollar growth was particularly strong, UBS ...
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