>" One interpretation is that the extra $10 billion from the price increases will offset some of the red ink Microsoft is bleeding because of the investments they’re making in datacenter capacity, hardware, and software needed to make Copilot useful"
Saying the quiet part out loud. Looks like O365 folks will have to subsidize MSFT's losses in giving Azure compute away for its LLM customers. Not great.
Saying the quiet part out loud. Looks like O365 folks will have to subsidize MSFT's losses in giving Azure compute away for its LLM customers. Not great.