"Analyst research estimated OpenAI was responsible for roughly half of Azure’s $30 billion in year-over-year growth, and investment bank Stifel’s Brad Reback flagged in his investment thesis that the relationship is becoming less competitively additive as Google follows hard on Azure’s heels. Not to mention, Azure has long chased Amazon Web Services for customers and market share. Yet BNP Paribas senior equity research analyst Stefan Slowinski estimated the $24.1 billion as less than a quarter (23%) of Azure’s revenue, and noted that Microsoft has a path to keeping Azure’s growth above 40% as it phases in consumption-based pricing across its Copilot product offerings. "
I would have been interested in the story, but Bloomberg presented me with this popup:
"We've updated our terms. By accepting, you agree to our updated Terms of Service, including the arbitration provision and class action waiver. You understand that we process your information as described in the Privacy Policy, which may include sharing information about your use of Bloomberg.com with third parties. Accepting does not affect your right to opt-out at any time via the Do Not Sell or Share My Personal Information link in the website footer."
Of course, no option other than accept was allowed. Class action waiver and arbitration policy acceptance in a website popup? So I won't be reading the article, and probably never reading Bloomberg articles in the future.
"Analyst research estimated OpenAI was responsible for roughly half of Azure’s $30 billion in year-over-year growth, and investment bank Stifel’s Brad Reback flagged in his investment thesis that the relationship is becoming less competitively additive as Google follows hard on Azure’s heels. Not to mention, Azure has long chased Amazon Web Services for customers and market share. Yet BNP Paribas senior equity research analyst Stefan Slowinski estimated the $24.1 billion as less than a quarter (23%) of Azure’s revenue, and noted that Microsoft has a path to keeping Azure’s growth above 40% as it phases in consumption-based pricing across its Copilot product offerings. "
I would have been interested in the story, but Bloomberg presented me with this popup:
"We've updated our terms. By accepting, you agree to our updated Terms of Service, including the arbitration provision and class action waiver. You understand that we process your information as described in the Privacy Policy, which may include sharing information about your use of Bloomberg.com with third parties. Accepting does not affect your right to opt-out at any time via the Do Not Sell or Share My Personal Information link in the website footer."
Of course, no option other than accept was allowed. Class action waiver and arbitration policy acceptance in a website popup? So I won't be reading the article, and probably never reading Bloomberg articles in the future.
Sorry for the rant, but that's crazy.
To be a little more productive, here's a different link without as much nonsense:
https://www.msn.com/en-us/money/news/microsoft-s-stock-has-b...
On MSN, ironically.