#Earnings
2 posts
Microsoft’s $37 Billion AI Run Rate Turns Capex Into the Story
Microsoft’s latest results show that enterprise AI demand is now large enough to move cloud revenue, but the cost of serving that demand is becoming the central strategic question.
Nvidia's Earnings Prove the AI Boom Is Far From Over
After weeks of AI scare trade and hand-wringing about whether the AI bubble has burst, Nvidia just delivered a reality check. The stock is up, earnings beat expectations, and CEO Jensen Huang handed…