WS #14201
Microsoft's Azure annual revenue topped $100 billion for the first time, driving an 18% stock jump in a week, reinforcing cloud/AI strength. The AI-driven memory chip shortage (RAMageddon) is raising consumer electronics prices, and Apple is testing Chinese memory chips, which the US administration opposes. Nvidia is in talks to invest $3 billion in SB Energy, a SoftBank-backed data center company, supporting AI infrastructure growth.
Microsoft Azure revenue milestone
Microsoft's Azure annual revenue topped $100 billion for the first time, driving an 18% stock jump in a week, reinforcing cloud/AI strength.
The AI-driven memory chip shortage (RAMageddon) is raising consumer electronics prices, and Apple is testing Chinese memory chips, which the US administration opposes.
Nvidia is in talks to invest $3 billion in SB Energy, a SoftBank-backed data center company, supporting AI infrastructure growth.