Microsoft (MSFT) And Lumen (LUMN) : A Match Made In Azure ?! 🚀💪🔥

$Lumen Technologies(LUMN)$

$Microsoft(MSFT)$

Microsoft and Lumen Technologies are expanding their co-selling collaboration to offer Lumen's suite of cloud-networking and application-connectivity capabilities to Microsoft's Azure.

The move expands how customers can access and use Lumen capabilities through Microsoft's cloud and artificial-intelligence ecosystem, the companies said Monday.

With the offering, Azure customers will get access to Lumen's network and on-demand control capabilities for the simplified connectivity and resilient network foundation needed to power AI workloads, the companies said.

Microsoft's AI revenue exceeds expectations vs. Google's cash-burning bottomless pit: What's the watershed moment for AI?

Microsoft Azure Cloud is growing steadily and has a huge positive free cash flow. In contrast, Google Cloud's revenue has soared, but it has been hampered by a slowdown in search ad monetization and huge capital expenditures, resulting in negative free cash flow for two consecutive quarters. The stark contrast between earnings reports reflects a quiet shift in the market's evaluation standards for AI giants—do you value conservative companies that prioritize cash flow, or those that are betting on high growth in the future?

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