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5min chapter
The Hyperscalers Are Hyper-Spending
Motley Fool Money
Microsoft's AI Revenue Surge
This chapter analyzes Microsoft's recent earnings report, highlighting its impressive AI business growth, which has surpassed a $13 billion annual run rate. It also discusses the separation of this revenue from the cloud business and emphasizes the strong growth of Azure services amidst investor perceptions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode