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- Former Azure Executive Says Big Tech Earnings Will Test AI Investment Returns
In a Bloomberg “The Close” interview, Sheila Gulati said upcoming earnings from Microsoft, Alphabet, and Amazon will indicate whether heavy AI and data-center spending is paying off. Gulati, founder and managing director of Total Capital and a former Microsoft Azure executive, described Azure as a central model “orchestrator” for enterprises, offering choices among foundation, small, and internal models. Her remarks emphasized return on investment and productivity gains in Office.
Bloomberg Technology · 🔥 0
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