Bloomberg Tech cover image

Tech Earnings Show Heavy AI Spending Continuing

Bloomberg Tech

00:00

Microsoft Azure Demand and Capacity Constraints

Brent and Tyler explain Azure backlog, bookings growth, and how supply—not demand—is limiting Azure revenue.

Play episode from 08:56
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app