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Episode Description

Microsoft beat on every metric and the stock dropped six percent. What the earnings call revealed about AI infrastructure spending, OpenAI concentration risk, and why Canada's sovereign compute push faces a $72 billion scale gap.

Chapter Markers / Timecodes

00:00 – Intro 00:25 – The Earnings 01:45 – The Spending Problem 03:30 – The OpenAI Problem 05:00 – What This Means for Canada 06:15 – The Scale Gap 07:00 – Outro

Episode Tags

Microsoft, Azure, OpenAI, AI infrastructure, sovereign compute, Canada AI, data centres, Bell Canada, capex, cloud computing, earnings

Content Rating

Clean

Episode Type

Full

Runtime

~7 minutes