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Satya Nadella Says Renting AI Capacity to a Few Big Customers Is “Not a Business”
Source: 247wallst.com
Artificial IntelligenceCompany Fundamentals
The article says Satya Nadella distinguished between AI customers Microsoft wants and those it will tolerate, framing the distinction as revealing tensions in how major cloud infrastructure providers make money. The excerpt provides no customer examples, financial figures, or specific business changes.
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