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Posted by
Two Blokes Thu at 2:45 PM -
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Previous to this earning session, my main concern was a slowdown in data center demand, as noted by some reports pointing to a slowdown in Microsoft Corporation's data center buildout. My concern is now gone after FQ3 2025 results. Revenue from Azure grew 33% YOY. Furthermore, Microsoft's AI business drove 16 pps of that improvement. It seems that the limiting factor to burn through their CapEx is the constraints around power supply and not data center demand.
