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Microsoft CEO Satya Nadella says AI success is "more about getting intense users and intense usage" than seat counts
Microsoft is posting record profits and strong cloud growth, but just like Google, the company is saying little about how its generative AI business is actually performing.
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cnbc.com
Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand
Amazon, Google and Microsoft all reported better-than-expected first-quarter cloud results, signaling an acceleration of AI demand
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the-decoder.com
Microsoft CEO Satya Nadella says AI success is "more about getting intense users and intense usage" than seat counts
Microsoft is posting record profits and strong cloud growth, but just like Google, the company is saying little about how its generative AI business is actually performing.