4:39pm PDT - July 25th, 2023

$MSFT earnings: Azure growth rate/forecast slowing Capex seq growth in each qtr of FY24 AI revenue boost to be "gradual" First real comments on total Azure sales = more than 1/2 of $110B in annual cloud sales Azure OpenAI up to 11,000 customers https://t.co/Dj4qaFGYpx

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