Capital spending soars in the cloud as Microsoft, Google, and others bet big on AI demand
GeekWire
APRIL 30, 2024
These servers inside a Microsoft data center in Quincy, Wash., were the first to be powered by the company’s Azure Cobalt 100 CPU, as part of a broader cloud infrastructure buildout. In short, when it comes to assessing the cloud platforms, capital expenditures serve as table stakes and a barometer.
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