解读微软Capex超预期
微软·2024-08-06 21:14
Thank you. It's great to chat with you again. Yes, it is. And I was just talking to Chris who graduated from England as well. So from London. Oh, yes, she was. So we were just sharing experiences of London just now before you joined. Oh, so. Hello, Patrick. Are you still there? Yeah. Yeah. Yeah. Yeah. I'm really glad I have a chance to discuss some key topics today, which we didn't finish last time. Yeah. Yes. Especially about AI. So can we start? Can we start with the capital expenditures? Microsoft just r ...