Investors were focused on potential growth for Microsoft’s cloud computing platform, Azure, in the fiscal first quarter, as well as “reaffirmation of guidance for Azure to reaccelerate” in the second half of the fiscal year. Microsoft Cloud revenue was $38.9 billion for the quarter ended in September a 22% increase year over year due to [s]trong execution by our sales teams and partners.Microsoft’s inability to build data centres fast enough has constrained its guidance for the coming quarter.Microsoft will continue to need power and data centers “in the long run,” Nadella said. And despite a longer wait, Nadella said he feels “pretty good that going into the second half of even this fiscal year, that some of that supply demand will match up.” Do you think thta it will take a long time for Microsoft to be aligned with AI ?
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