$Microsoft(MSFT)$ Microsoft noted it increased computing capacity available to customers, and that additional capacity was immediately absorbed. Azure revenue grew faster than analysts expected. The company managed this while still reporting that customer demand exceeded available supply.
CoreWeave has a large contracted backlog and higher-priced new capacity agreements. Nebius pointed to strong customer commitments and higher pricing in selected capacity auctions. Oracle reported rapid cloud infrastructure revenue growth and major capacity deliveries.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
