Microsoft's AI Story Is Still Being Discovered, Says Goldman

As your growth at that level, it seems to be the main metric. So let's start there. What do we actually learn about that ROI through the Azure number.Hi. Good morning. It's interesting because from the outside in we can certainly see component pricing moving higher.We can see CapEx announcements. We can see memory pricing. But we don't always have perfect visibility into the other side of that equation, which is Microsoft's ability to monetize the ROI on the other end in the Azure business.And there are a c ...