Microsoft’s Gen-AI Outpaces Azure in CapEx Efficiency, Says Goldman
"Microsoft's Gen-AI investments yield high capital efficiency, with AI revenue growth surpassing early Azure benchmarks, per Goldman Sachs."
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"Microsoft's Gen-AI investments yield high capital efficiency, with AI revenue growth surpassing early Azure benchmarks, per Goldman Sachs."
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"U.S. poised to restrict investments in China's AI and tech sectors, aiming to enhance national security and prevent technological advancements ...
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