Microsoft reported on cloud, AI and security growth on its Q2 earnings report, setting itself and the channel up for ...
Azure growth, bookings, RPO and AI capex pressures plus valuation (25.7x P/E). Click for this MSFT earnings update.
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Snowflake bets $200M that OpenAI makes databases more chatty
Cuts out the Azure middleman with multi-year deal for 'tighter alignment' Snowflake plans to spend as much as $200 million ...
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