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What Microsoft’s FQ3 2024 Earnings Reveal About Azure

Steve McDowell April 26, 2024

Microsoft announced its fiscal Q3 2024 results, demonstrating robust growth. The company reported a total revenue of $61.9 billion, a 17% increase year-over-year, primarily driven by the cloud segment.

Microsoft’s Cloud business, which includes Azure and other cloud properties such as LinkedIn, generated over $35 billion in revenue, up 23%. During its earnings call, Microsoft said that Azure’s expansion and the increasing demand for AI infrastructure propelled much of its growth.

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What Alphabet Earnings Tell Us About Google Cloud

Steve McDowell April 25, 2024

Google Cloud showed significant growth during the quarter, driven by the increasing demand for AI and cloud-based solutions. The business is positioned for continued growth, with a focus on infrastructure leadership, AI-driven innovations, and strong customer adoption.

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Quick Take: Apple’s OpenELM Small Language Model

Steve McDowell April 25, 2024

Apple this week unveiled its OpenELM, a set of small AI language models designed to run on local devices like smartphones rather than rely on cloud-based data centers. This reflects a growing trend toward smaller, more efficient AI models that can operate on consumer devices without significant computational resources.

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Quick Take: Intel FQ1 2024 Earnings Results

Steve McDowell April 25, 2024

Intel announced solid Q1 earnings, with revenue meeting expectations and EPS exceeding guidance. The company’s results reflect a disciplined approach to cost reduction and steady progress toward long-term goals.

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