AI Infrastructure Spending Hits Record for Microsoft
Where do you want to start Microsoft for. I just think for both of them, the context, these are trillion dollar companies and they're managing to post, for matter, more than 20% growth in terms of revenue, quarter on quarter, much ahead of expectations and signaling it's going to be 25% potentially for the next quarter. Microsoft still managing to build up 18% growth.Isn't that extraordinary. We have companies that valuable growing at that rate of run rate. And the fact that for Microsoft, a nuance here, we ...