CLF Diamond Holder
Feed Explorer$Microsoft(MSFT.US) Cash capital expenditure grew 16.6% quarter-over-quarter, operating cash flow grew 18.8% quarter-over-quarter; is the inflection point starting?
The M365 price increase and cowork launch starting July 1st
Fairwater's cards are not yet fully deployed; 2/3 of capital expenditure is used for short-term equipment, and previously built server rooms are about to go online in large numbers, so depreciation may also start accelerating
Azure is expected to see moderate acceleration in the second half of the year
There is also unpriced equity income from OpenAI
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