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Cloud Earnings Surge, Microsoft Delays Recall Feature, ChatGPT Search & Voice, & AI Media Experiment

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Manage episode 448052867 series 2555839
Kandungan disediakan oleh Big Pond Podcasts and MSP Radio. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Big Pond Podcasts and MSP Radio atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Microsoft reported a strong fiscal first quarter for 2025, surpassing earnings expectations with a notable 33% growth in Azure revenue, driven by AI services. However, the company is facing cloud capacity constraints and has announced substantial investments to enhance data center capacity, reflecting the booming demand for AI. Despite this growth, Microsoft’s investment in OpenAI is projected to result in significant losses this quarter.

Alphabet, the parent company of Google, also reported impressive earnings, with Google Cloud experiencing a 35% growth rate in the third quarter of 2024. CEO Sundar Pichai attributed this acceleration to advancements in AI, which are attracting new customers and increasing usage among existing ones. Meanwhile, Amazon exceeded earnings expectations, with its advertising business and Amazon Web Services showing strong growth. CEO Andy Jassy announced plans for substantial capital expenditures focused on technology infrastructure and generative AI, indicating a continued commitment to innovation in the cloud space.

In addition to earnings reports, the episode covers Microsoft’s delayed rollout of its AI-powered Recall feature for Copilot Plus PCs, which has faced multiple setbacks due to security concerns. The feature aims to enhance user privacy and will be available as an opt-in option. Microsoft also announced a new program allowing consumers to purchase extended security updates for Windows 10, highlighting the ongoing relevance of the operating system despite the push for upgrades to Windows 11.

The episode concludes with a discussion on the societal implications of AI in media, featuring a Polish radio station that has begun using AI hosts in an experimental format. This move has sparked controversy and a petition against the shift, raising questions about the future of human roles in journalism. Additionally, experts caution about the limitations of generative AI for enterprises, emphasizing the need for human oversight in critical decision-making processes. The episode invites listeners to reflect on the balance between AI hype and real-world implementation, particularly in the context of ongoing technological advancements.

Four things to know today

00:00 Cloud Leaders See Strong Earnings as AI Demand Drives High Capital Spending, Fueling Data Center Boom

04:41 Microsoft Delays AI-Powered Recall Feature Again, Highlights Privacy Hurdles for Windows Copilot Users

07:08 ChatGPT Expands with Real-Time Web Search and Voice Features, Targeting Broader Applications for Small Businesses and Enterprise Users

08:37 AI as the New Voice of Media? Polish Radio Station OFF Radio Krakow Tests AI Hosts Amid Public Pushback

Supported by: https://msrpadio.com/engage/

All our Sponsors: https://businessof.tech/sponsors/

Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/

Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/

Support the show on Patreon: https://patreon.com/mspradio/

Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech

Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com

Follow us on:

LinkedIn: https://www.linkedin.com/company/28908079/

YouTube: https://youtube.com/mspradio/

Facebook: https://www.facebook.com/mspradionews/

Instagram: https://www.instagram.com/mspradio/

TikTok: https://www.tiktok.com/@businessoftech

Bluesky: https://bsky.app/profile/businessof.tech

  continue reading

1494 episod

Artwork
iconKongsi
 
Manage episode 448052867 series 2555839
Kandungan disediakan oleh Big Pond Podcasts and MSP Radio. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Big Pond Podcasts and MSP Radio atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Microsoft reported a strong fiscal first quarter for 2025, surpassing earnings expectations with a notable 33% growth in Azure revenue, driven by AI services. However, the company is facing cloud capacity constraints and has announced substantial investments to enhance data center capacity, reflecting the booming demand for AI. Despite this growth, Microsoft’s investment in OpenAI is projected to result in significant losses this quarter.

Alphabet, the parent company of Google, also reported impressive earnings, with Google Cloud experiencing a 35% growth rate in the third quarter of 2024. CEO Sundar Pichai attributed this acceleration to advancements in AI, which are attracting new customers and increasing usage among existing ones. Meanwhile, Amazon exceeded earnings expectations, with its advertising business and Amazon Web Services showing strong growth. CEO Andy Jassy announced plans for substantial capital expenditures focused on technology infrastructure and generative AI, indicating a continued commitment to innovation in the cloud space.

In addition to earnings reports, the episode covers Microsoft’s delayed rollout of its AI-powered Recall feature for Copilot Plus PCs, which has faced multiple setbacks due to security concerns. The feature aims to enhance user privacy and will be available as an opt-in option. Microsoft also announced a new program allowing consumers to purchase extended security updates for Windows 10, highlighting the ongoing relevance of the operating system despite the push for upgrades to Windows 11.

The episode concludes with a discussion on the societal implications of AI in media, featuring a Polish radio station that has begun using AI hosts in an experimental format. This move has sparked controversy and a petition against the shift, raising questions about the future of human roles in journalism. Additionally, experts caution about the limitations of generative AI for enterprises, emphasizing the need for human oversight in critical decision-making processes. The episode invites listeners to reflect on the balance between AI hype and real-world implementation, particularly in the context of ongoing technological advancements.

Four things to know today

00:00 Cloud Leaders See Strong Earnings as AI Demand Drives High Capital Spending, Fueling Data Center Boom

04:41 Microsoft Delays AI-Powered Recall Feature Again, Highlights Privacy Hurdles for Windows Copilot Users

07:08 ChatGPT Expands with Real-Time Web Search and Voice Features, Targeting Broader Applications for Small Businesses and Enterprise Users

08:37 AI as the New Voice of Media? Polish Radio Station OFF Radio Krakow Tests AI Hosts Amid Public Pushback

Supported by: https://msrpadio.com/engage/

All our Sponsors: https://businessof.tech/sponsors/

Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/

Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/

Support the show on Patreon: https://patreon.com/mspradio/

Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech

Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com

Follow us on:

LinkedIn: https://www.linkedin.com/company/28908079/

YouTube: https://youtube.com/mspradio/

Facebook: https://www.facebook.com/mspradionews/

Instagram: https://www.instagram.com/mspradio/

TikTok: https://www.tiktok.com/@businessoftech

Bluesky: https://bsky.app/profile/businessof.tech

  continue reading

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