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Analysts estimate AI services within Microsoft Azure generated $11.5B in revenue in the just-ended fiscal year, up 100%+ YoY but only ~4% of Microsoft's revenue (Wall Street Journal) from Techmeme RSS feed.
Analysts estimate AI services within Microsoft Azure generated $11.5B in revenue in the just-ended fiscal year, up 100%+ YoY but only ~4% of Microsoft's revenue (Wall Street Journal)
Wall Street Journal:
Analysts estimate AI services within Microsoft Azure generated $11.5B in revenue in the just-ended fiscal year, up 100%+ YoY but only ~4% of Microsoft's revenue — AI has propelled the two companies toward an exclusive club, but Microsoft's path forward is more complicated