500,000 NVIDIA GPUs sitting idle. Azure growth decelerating. Copilot at just 3% penetration of 450M commercial users.Microsoft's cloud infrastructure paradox reveals the gap between AI investment and operational reality. A deep structural analysis. https://post.kapualabs.com/2zmspmu2#CloudInfrastructure #Azure #AI $MSFT
500,000 NVIDIA GPUs sitting idle. Azure growth decelerating. Copilot at just 3% penetration of 450M commercial users.Mic...
