Microsoft Bets Everything on AI Infrastructure
Microsoft rewires its finances to put Azure front and center. What it means for the AI arms race — and everyone scrambling to keep up. • Microsoft discloses Azure revenue as part of major financial reporting changes Microsoft is overhauling its financial reporting structure into two new segments and will disclose Azure cloud revenue on a quarterly basis for the first time starting with its Q1 FY2027 earnings in late October. • Here’s the first 4K 120Hz UST projector with optical lens shift Awol Vision has unveiled the LuxVision, the world's first ultra-short throw projector combining 4K 120Hz…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.