$Microsoft(MSFT)$ This past qu

$Microsoft(MSFT)$ This past quarter, MSFT cloud new business bookings grew by 23%, vs previous 19%.

It will take ten years for cloud to create a $10B annual revenue stream and only 2.5 years for AI. [Wow][Wow][Wow]

Finally, a little over 50% of CapEx will be for Data Center land and buildout, with MSFT’s size, it’s a better investment than leasing. [Smart][Smart][Smart]

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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