📰 We just said its cloud business was about to catch up with Search, and now/AI demand has suddenly doubled its performance: What does a new high of $30.71B mean?
We were just talking about this a couple of days ago, and now there’s a new development. Microsoft’s cloud business has suddenly taken off: its customer base has doubled to 120,000, and revenue has surged 300%. Behind this is AI demand turning cloud services from a tool into a necessity—and proof that the market is starting to embrace open-source AI platforms.
Why is this news important? The rapid growth of Microsoft Foundry shows just how extraordinary demand for AI computing power has become. Over the past year, everyone has been scrambling for computing capacity. Now even a giant like Microsoft is rolling out dedicated cloud services, showing that AI is no longer just a tech concept—it’s a real-world use case. Open-source AI solutions can lower the barrier for businesses to adopt the technology and may become the next growth curve for computing demand. This is a pivotal moment in the industry cycle, as AI infrastructure is upgraded. It’s fundamentally different from the previous scramble among tech giants for GPUs—this time, the competition is on the software services side.
What impact will this have on the market? First, it’s a positive sentiment signal for crypto. Microsoft may be the king of Windows and Office, but it took Foundry two years to reach 120,000 customers—a pace that shows just how robust demand for AI infrastructure is. For BTC and ETH, this means the logic around computing demand may need to be rewritten. In the past, we looked at computing prices and mining revenue; now we also need to factor in demand for enterprise AI platforms. This sector rose 500% last year. If giants like Microsoft can sell AI services at this scale this year, what reason do smaller players have to be pessimistic? That said, BTC and ETH prices may not see dramatic moves in the short term, because Microsoft is merely a “downstream customer” of crypto, not a direct participant.
In a nutshell: Microsoft spent 10 years proving that cloud services can make money. AI has turned that from “possible” into “essential,” upgrading demand for computing power from a tech race to a business necessity.
This article was not sponsored by any project, and the author does not hold any of the assets mentioned.
⚠️ This is not investment advice. Forecasts are for reference only.
$BTC $ETH #MajorTechNews
We were just talking about this a couple of days ago, and now there’s a new development. Microsoft’s cloud business has suddenly taken off: its customer base has doubled to 120,000, and revenue has surged 300%. Behind this is AI demand turning cloud services from a tool into a necessity—and proof that the market is starting to embrace open-source AI platforms.
Why is this news important? The rapid growth of Microsoft Foundry shows just how extraordinary demand for AI computing power has become. Over the past year, everyone has been scrambling for computing capacity. Now even a giant like Microsoft is rolling out dedicated cloud services, showing that AI is no longer just a tech concept—it’s a real-world use case. Open-source AI solutions can lower the barrier for businesses to adopt the technology and may become the next growth curve for computing demand. This is a pivotal moment in the industry cycle, as AI infrastructure is upgraded. It’s fundamentally different from the previous scramble among tech giants for GPUs—this time, the competition is on the software services side.
What impact will this have on the market? First, it’s a positive sentiment signal for crypto. Microsoft may be the king of Windows and Office, but it took Foundry two years to reach 120,000 customers—a pace that shows just how robust demand for AI infrastructure is. For BTC and ETH, this means the logic around computing demand may need to be rewritten. In the past, we looked at computing prices and mining revenue; now we also need to factor in demand for enterprise AI platforms. This sector rose 500% last year. If giants like Microsoft can sell AI services at this scale this year, what reason do smaller players have to be pessimistic? That said, BTC and ETH prices may not see dramatic moves in the short term, because Microsoft is merely a “downstream customer” of crypto, not a direct participant.
In a nutshell: Microsoft spent 10 years proving that cloud services can make money. AI has turned that from “possible” into “essential,” upgrading demand for computing power from a tech race to a business necessity.
This article was not sponsored by any project, and the author does not hold any of the assets mentioned.
⚠️ This is not investment advice. Forecasts are for reference only.
$BTC $ETH #MajorTechNews
