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Microsoft Dishes on AI Revenue; Google CEO Says ‘Agents’ Are Coming
The Information www.theinformation.com
Microsoft investors tuned into the company’s earnings call with bated breath Tuesday night, looking to see how much its new AI products were boosting sales. Microsoft didn’t deliver an unequivocal blowout—revenue in the December quarter grew moderately faster, year over year, compared to the prior quarter’s growth—but positive signs abounded when it came to generative AI.
Microsoft doesn’t break out specific figures for its Azure cloud server rentals and other services that are comparable to Amazon Web Services. …
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