Microsoft’s AI boom has revenue. Now prove the hardware pays back.
中文摘要
微软Azure收入突破千亿美元，但大规模AI芯片支出需证明能带来长期回报。
English Summary
Azure revenue surpassed $100 billion, but massive AI chip expenditures must now prove they deliver long-term returns.
Original Excerpt
Azure crossed $100 billion as annual infrastructure additions reached $115.9 billion — and most Q4 capex went to short-lived chips. Continue reading on Medium »