My biggest impressions from the article
Microsoft shares slid about 10% on Thursday following an earnings report that disappointed some investors, prompting the stock’s sharpest daily decline since March 2020.
Microsoft’s finance chief, Amy Hood, argued that the cloud result could have been higher if it had allocated more data center infrastructure to customers rather than prioritizing its in-house needs.
“If I had taken the GPUs that just came online in Q1 and Q2 in terms of GPUs and allocated them all to Azure, the KPI would have been over 40,” she said.
Analyst Ben Reitzes of Melius Research, with a buy rating on Microsoft stock, said during CNBC’s “Squawk on the Street” on Thursday that Microsoft should double down on data center construction.
“I think that there’s an execution issue here with Azure, where they need to literally stand up buildings a little faster,” he said.
LMAO, the analysts and C level execs are going to accelerate the fall of Micro$lop.
Something that I’m super chuffed with is that a few years back, one of my most cheapskate friends asked me for advice on buying a new laptop. When I presented their options to them, they were reluctant to cheap out and get a mediocre laptop that wouldn’t last them very long, but they also balked at the price of even the midrange laptops (they weren’t keen on spending more than £250 on a laptop, which wasn’t enough to get anything that they’d consider to be decent and worth the effort/cost).
As a long shot offer, I told them that I could always try installing Linux on their laptop if they wanted to wring another couple of years out of their existing laptop. I was a tad surprised when they opted for this, and even more surprised at how well they took to it; I jokingly call them one of my “normie” friends, because they’re one of the people whose perspective I ask for when I’m trying to calibrate for what non-techie people know/think. I only had limited experience with Linux myself at that point, having only played around with things on live USBs before. I had heard that Linux could give new life to slow computers, but I was surprised at just how effectively it did this.
(A small amusing aspect to this anecdote is that when I was installing it, I said that one of the side benefits of running Linux is that it could boost nerd cred amongst folk like me. They laughed and said that they didn’t expect that this would be a thing that would ever end up being relevant. Later that year, they got a girlfriend who saw that my friend was running Linux, and expressed approval, which is quite funny to me)