Renting third-party capacity is worth the margin hit

“Our existing customers have increased their spend when they make a commitment to us. They're spending roughly 50% more than the commitment, and so it comes down to the differentiation in…”

“Macy's, for example, has found as they deployed our AI system, it's improved the size of the shopping basket that they see. We've seen Macquarie Bank save a lot of processing time by…”

“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”

“Our AI infrastructure and solutions are the major drivers for Cloud growth and our customers see us as the leading provider here, so there’s huge demand.”

“He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.”