Logical Analysis Report

Key Focus

  • Microsoft says cloud AI demand exceeds supply despite spending surge.. ; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. ...
  • It's a boom that was kicked off by OpenAI and its ChatGPT chatbot, and Microsoft has followed suit, adding assistants to the Teams communication app, Bing search engine, and other services. ...


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High Level Topics

  • MICROSOFT
  • COMPANY
  • CLOUD
  • CAPITAL
  • High Level Abstractions

  • MICROSOFT
  • ( MICROSOFT )  top
  • ( MICROSOFT, CLOUD )  top
  • ( MICROSOFT, CLOUD, SPENDING )  top
  • ( MICROSOFT, CLOUD, SERVICES )  top
  • ( MICROSOFT, CLOUD, REVENUE )  top
  • ( MICROSOFT, CLOUD, INTELLIGENCE )  top
  • ( MICROSOFT, CLOUD, HARDWARE )  top
  • ( MICROSOFT, CLOUD, EARNINGS )  top
  • ( MICROSOFT, CLOUD, CONSUMPTION-BASED )  top
  • ( MICROSOFT, CLOUD, COMPANY )  top
  • ( MICROSOFT, CLOUD, CHALLENGE )  top
  • ( MICROSOFT, CLOUD, CFO_AMY_HOOD )  top
  • ( MICROSOFT, CLOUD, CAPITAL )  top
  • ( MICROSOFT, SERVICES )  top
  • ( MICROSOFT, WEB )  top
  • ( MICROSOFT, SPENDING )  top
  • ( MICROSOFT, REVENUE )  top
  • ( MICROSOFT, RENT )  top
  • ( MICROSOFT, OPENAI )  top
  • ( MICROSOFT, MODELS )  top
  • ( MICROSOFT, INTELLIGENCE )  top
  • ( MICROSOFT, INFERENCE )  top
  • ( MICROSOFT, HUMAN-LIKE )  top
  • ( MICROSOFT, HARDWARE )  top
  • COMPANY
  • ( COMPANY )  top
  • ( COMPANY, EARNINGS )  top
  • ( COMPANY, EARNINGS, CFO_AMY_HOOD )  top
  • ( COMPANY, EARNINGS, CAPITAL )  top
  • ( COMPANY, EARNINGS, SERVICES )  top
  • ( COMPANY, EARNINGS, MICROSOFT )  top
  • ( COMPANY, EARNINGS, INTELLIGENCE )  top
  • ( COMPANY, EARNINGS, HUMAN-LIKE )  top
  • ( COMPANY, EARNINGS, GENERATIVE )  top
  • ( COMPANY, EARNINGS, EVER-INCREASING )  top
  • ( COMPANY, EARNINGS, CONSUMPTION-BASED )  top
  • ( COMPANY, EARNINGS, COMPUTE )  top
  • ( COMPANY, EARNINGS, CLOUD )  top
  • ( COMPANY, CFO_AMY_HOOD )  top
  • ( COMPANY, CAPITAL )  top
  • ( COMPANY, SPENDING )  top
  • ( COMPANY, SERVICES )  top
  • ( COMPANY, REVENUE )  top
  • ( COMPANY, MICROSOFT )  top
  • ( COMPANY, INTELLIGENCE )  top
  • ( COMPANY, INCREASING )  top
  • ( COMPANY, HUMAN-LIKE )  top
  • ( COMPANY, GENERATIVE )  top
  • ( COMPANY, EVER-INCREASING )  top
  • CLOUD
  • ( CLOUD )  top
  • CAPITAL
  • ( CAPITAL )  top
  • ( CAPITAL, SPENDING )  top
  • ( CAPITAL, MICROSOFT )  top
  • ( CAPITAL, INCREASING )  top
  • ( CAPITAL, EARNINGS )  top
  • ( CAPITAL, CLOUD )  top
  • ( CAPITAL, SERVICES )  top
  • ( CAPITAL, REVENUE )  top
  • ( CAPITAL, INTELLIGENCE )  top
  • ( CAPITAL, CONSUMPTION-BASED )  top
  • ( CAPITAL, CFO_AMY_HOOD )  top
  • ( CAPITAL, ARTIFICIAL )  top
  • References

    • ( MICROSOFT )  top
    • ( MICROSOFT, CLOUD )  top
    • ( MICROSOFT, CLOUD, SPENDING )  top
    •   topMicrosoft says cloud AI demand exceeds supply despite spending surge.. ; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call
    • ( MICROSOFT, CLOUD, SERVICES )  top
    •   topMicrosoft says cloud AI demand exceeds supply despite spending surge.. ; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call.
    • ( MICROSOFT, CLOUD, REVENUE )  top
    •   topMicrosoft isn't the only AI hardware vendor with a supply challenge. Nvidia. . During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI.
    • ( MICROSOFT, CLOUD, INTELLIGENCE )  top
    •   topMicrosoft says cloud AI demand exceeds supply despite spending surge.. ; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call
    • ( MICROSOFT, CLOUD, HARDWARE )  top
    •   topMicrosoft isn't the only AI hardware vendor with a supply challenge. Nvidia. . During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI
    • ( MICROSOFT, CLOUD, EARNINGS )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call.
    • ( MICROSOFT, CLOUD, CONSUMPTION-BASED )  top
    •   topMicrosoft says cloud AI demand exceeds supply despite spending surge.. ; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call
    • ( MICROSOFT, CLOUD, COMPANY )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call.
    • ( MICROSOFT, CLOUD, CHALLENGE )  top
    •   topMicrosoft isn't the only AI hardware vendor with a supply challenge. Nvidia. . During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI
    • ( MICROSOFT, CLOUD, CFO_AMY_HOOD )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call.
    • ( MICROSOFT, CLOUD, CAPITAL )  top
    •   topAnd she called for higher capital expenditures in the new fiscal year, beginning July 1. Microsoft intends 'to scale to meet the growing demand signal for our cloud and AI products,'she said
    • ( MICROSOFT, SERVICES )  top
    •   topSee ( MICROSOFT , CLOUD , SERVICES )
    •   topIt's a boom that was kicked off by OpenAI and its ChatGPT chatbot, and Microsoft has followed suit, adding assistants to the Teams communication app, Bing search engine, and other services.
    • ( MICROSOFT, WEB )  top
    •   topThe technology can summarize meeting transcripts, compose emails and explain information from the web. Microsoft isn't the only AI hardware vendor with a supply challenge. Nvidia. . During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI
    • ( MICROSOFT, SPENDING )  top
    •   topSee ( MICROSOFT , CLOUD , SPENDING )
    • ( MICROSOFT, REVENUE )  top
    •   topSee ( MICROSOFT , CLOUD , REVENUE )
    • ( MICROSOFT, RENT )  top
    •   topHood said that the capacity issue might have affected AI results and will have an impact in the fiscal fourth quarter. A supply limitation means Microsoft has less available capacity to rent out to clients for deploying AI models at the inference stage, she said.
    • ( MICROSOFT, OPENAI )  top
    •   topCompanies need an ever-increasing amount of compute to run hefty workloads, adding human-like generative AI features into their products. It's a boom that was kicked off by OpenAI and its ChatGPT chatbot, and Microsoft has followed suit, adding assistants to the Teams communication app, Bing search engine, and other services
    • ( MICROSOFT, MODELS )  top
    •   topA supply limitation means Microsoft has less available capacity to rent out to clients for deploying AI models at the inference stage, she said.
    • ( MICROSOFT, INTELLIGENCE )  top
    •   topSee ( MICROSOFT , CLOUD , INTELLIGENCE )
    • ( MICROSOFT, INFERENCE )  top
    •   topA supply limitation means Microsoft has less available capacity to rent out to clients for deploying AI models at the inference stage, she said.
    • ( MICROSOFT, HUMAN-LIKE )  top
    •   topCompanies need an ever-increasing amount of compute to run hefty workloads, adding human-like generative AI features into their products. It's a boom that was kicked off by OpenAI and its ChatGPT chatbot, and Microsoft has followed suit, adding assistants to the Teams communication app, Bing...
    • ( MICROSOFT, HARDWARE )  top
    •   topThe technology can summarize meeting transcripts, compose emails and explain information from the web. Microsoft isn't the only AI hardware vendor with a supply challenge. Nvidia. . During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI
    • ( COMPANY )  top
    • ( COMPANY, EARNINGS )  top
    • ( COMPANY, EARNINGS, CFO_AMY_HOOD )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. The company will again materially bump up capital expenditures in the current quarter, she said
    •   top'We do have demand that exceeds our supply by a bit,'Microsoft CFO Amy Hood told analysts on the company's earnings call. Companies need an ever-increasing amount of compute to run hefty workloads, adding human-like generative AI features into their products
    • ( COMPANY, EARNINGS, CAPITAL )  top
    •   top... Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. The company will again materially bump up capital expenditures in the current quarter, she said.
    •   topIn its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion.
    • ( COMPANY, EARNINGS, SERVICES )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. The company will again materially bump up capital expenditures in the current quarter, she said
    • ( COMPANY, EARNINGS, MICROSOFT )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call
    • ( COMPANY, EARNINGS, INTELLIGENCE )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call
    • ( COMPANY, EARNINGS, HUMAN-LIKE )  top
    •   top... demand that exceeds our supply by a bit,'Microsoft CFO Amy Hood told analysts on the company's earnings call. Companies need an ever-increasing amount of compute to run hefty workloads, adding human-like generative AI features into their products.
    • ( COMPANY, EARNINGS, GENERATIVE )  top
    •   top... exceeds our supply by a bit,'Microsoft CFO Amy Hood told analysts on the company's earnings call. Companies need an ever-increasing amount of compute to run hefty workloads, adding human-like generative AI features into their products.
    • ( COMPANY, EARNINGS, EVER-INCREASING )  top
    •   top'We do have demand that exceeds our supply by a bit,'Microsoft CFO Amy Hood told analysts on the company's earnings call. Companies need an ever-increasing amount of compute to run hefty workloads, adding human-like generative AI features into their products
    • ( COMPANY, EARNINGS, CONSUMPTION-BASED )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call
    • ( COMPANY, EARNINGS, COMPUTE )  top
    •   top'We do have demand that exceeds our supply by a bit,'Microsoft CFO Amy Hood told analysts on the company's earnings call. Companies need an ever-increasing amount of compute to run hefty workloads, adding human-like generative AI features into their products.
    • ( COMPANY, EARNINGS, CLOUD )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. The company will again materially bump up capital expenditures in the current quarter, she said
    • ( COMPANY, CFO_AMY_HOOD )  top
    •   topSee ( COMPANY , EARNINGS , CFO_AMY_HOOD )
    • ( COMPANY, CAPITAL )  top
    •   topSee ( COMPANY , EARNINGS , CAPITAL )
    •   topIn its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion. The company is spending much faster than it's increasing revenue - sales climbed 17% in the period
    • ( COMPANY, SPENDING )  top
    •   topIn its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion. The company is spending much faster than it's increasing revenue - sales climbed 17% in the period.
    • ( COMPANY, SERVICES )  top
    •   topSee ( COMPANY , EARNINGS , SERVICES )
    • ( COMPANY, REVENUE )  top
    •   topIn its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion. The company is spending much faster than it's increasing revenue - sales climbed 17% in the period.
    • ( COMPANY, MICROSOFT )  top
    •   topSee ( COMPANY , EARNINGS , MICROSOFT )
    • ( COMPANY, INTELLIGENCE )  top
    •   topSee ( COMPANY , EARNINGS , INTELLIGENCE )
    • ( COMPANY, INCREASING )  top
    •   topIn its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion. The company is spending much faster than it's increasing revenue - sales climbed 17% in the period.
    • ( COMPANY, HUMAN-LIKE )  top
    •   topSee ( COMPANY , EARNINGS , HUMAN-LIKE )
    • ( COMPANY, GENERATIVE )  top
    •   topSee ( COMPANY , EARNINGS , GENERATIVE )
    • ( COMPANY, EVER-INCREASING )  top
    •   topSee ( COMPANY , EARNINGS , EVER-INCREASING )
    • ( CLOUD )  top
    •   topMicrosoft says cloud AI demand exceeds supply despite spending surge.. ; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's...
    •   topMicrosoft isn't the only AI hardware vendor with a supply challenge. Nvidia. . During the fiscal third quarter, revenue in Microsoft's Azure cloud rose 31%, with 7 percentage points from AI. Hood said that the capacity issue might have affected AI results and will have an impact in the fiscal fourth quarter
    • ( CAPITAL )  top
    • ( CAPITAL, SPENDING )  top
    •   topis increasing spending at a rate not seen since at least 2016. It still might not be enough. In its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion
    •   topThe company is spending much faster than it's increasing revenue - sales climbed 17% in the period.
    • ( CAPITAL, MICROSOFT )  top
    •   topSee ( COMPANY , EARNINGS , MICROSOFT )
    •   topAnd she called for higher capital expenditures in the new fiscal year, beginning July 1. Microsoft intends 'to scale to meet the growing demand signal for our cloud and AI products,'she said
    • ( CAPITAL, INCREASING )  top
    •   topis increasing spending at a rate not seen since at least 2016. It still might not be enough. In its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion
    •   topThe company is spending much faster than it's increasing revenue - sales climbed 17% in the period.
    • ( CAPITAL, EARNINGS )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call. The company will again materially bump up capital expenditures in the current quarter, she said
    •   topis increasing spending at a rate not seen since at least 2016. It still might not be enough. In its earnings report on Thursday, Microsoft said capital expenditures jumped 79% from a year earlier to $14 billion
    • ( CAPITAL, CLOUD )  top
    •   topSee ( COMPANY , EARNINGS , CLOUD )
    •   topAnd she called for higher capital expenditures in the new fiscal year, beginning July 1. Microsoft intends 'to scale to meet the growing demand signal for our cloud and AI products,'she said.
    • ( CAPITAL, SERVICES )  top
    •   topSee ( COMPANY , EARNINGS , SERVICES )
    • ( CAPITAL, REVENUE )  top
    •   topSee ( COMPANY , REVENUE )
    • ( CAPITAL, INTELLIGENCE )  top
    •   topSee ( COMPANY , EARNINGS , INTELLIGENCE )
    • ( CAPITAL, CONSUMPTION-BASED )  top
    •   topSee ( COMPANY , EARNINGS , CONSUMPTION-BASED )
    • ( CAPITAL, CFO_AMY_HOOD )  top
    •   topSee ( COMPANY , EARNINGS , CFO_AMY_HOOD )
    • ( CAPITAL, ARTIFICIAL )  top
    •   top; Microsoft's demand for consumption-based artificial intelligence services in the cloud is outstripping supply, CFO Amy Hood said on the company's earnings call