《Oracle Just Sent a WARNING to Nvidia and AI Stock Investors!!》
AI 摘要 · MSFT 的 Azure 增速从此前四个季度的 39%、38%、39% 和 42% 重新加速至 48%，尽管第三方 GPU 延迟，仍超出预期，这得益于 GPU 集群效率和有利的 token 价格。它是唯一自由现金流为正的巨型云公司，但预计 2027 日历年资本开支为 2250 亿至 2500 亿美元，因此说话者质疑自由现金流是否还能保持为正。
现在，我想接着谈谈 Microsoft，因为它的股价在盘后交易中已经上涨了。其中一个主要点是，他们终于看到 Azure 的增长重新加速了，对吧？在此之前的四个季度，Azure 的增速分别是39%、38%、39%和42%。
本季度它同比增长了48%。他们预测，按固定汇率计算，下一季度的增速将在49%到50%之间。
Now, I want to move on to talking about Microsoft because its shares have already risen after trading hours. One of the main things is that they are finally seeing an acceleration in Azure's growth, aren't they?
During the four quarters prior to this, Azure's growth was 39%, 38%, 39%, and 42%. In this quarter, it grew by 48% year-on-year. They predicted that growth for the next quarter would range between 49% and 50% at constant exchange rates.