Jul. 30 at 2:05 AM
$MSFT another call out in earnings was that their cloud-revenue is 90% "non-frontier model customers". They also explicitly note that their +
$50 billion backlog, growing +25% is "excluding OpenAI".
This data proves what Nadella wrote few weeks back about enterprises in the age of intelligence,
should protect their core IP
$AMZN $GOOGL
https://x.com/satyanadella/status/2076323181154230284?s=46