微软专家会议纪要-Azure 意外增长的真正驱动力，英伟达 GPU 订单情况

Expert Opinion: Chris: In the past quarter, there have been several media and press reports suggesting that Microsoft is withdrawing from certain data center commitments or contracts. However, during the earnings call, management indicated that AI demand is very strong, stating that demand is exceeding supply and that they do not have enough data center space for fiscal year 2025. Is there a shift occurring in Microsoft's data center plans, or could you help clarify this seemingly contradictory message? Exp ...