SRH Total Return Fund(STEW.US)

Microsoft (Minutes): Data centers to double within 2 years, not serving as 'single large customer' steward

The following are the $Microsoft(MSFT.US) FY26Q1 earnings call minutes. For earnings interpretation, please refer to "After the 'superficial harmony' with OpenAI, is Microsoft still the best choice?" 1. Review of Core Financial Information 1. Key Business Metrics a. Bookings: Increased by 112% year-over-year, far exceeding expectations, primarily driven by OpenAI's large Azure commitment contracts, as well as the continued growth in the number of contracts over $100 million for Azure Cloud and Microsoft 365...