《Meta Wins A Massive Strategic Victory》Wall Street Journal article
MSFT 在 Azure 增长和成本方面的不透明报告是一个重大缺陷；尽管对次要业务有详细披露，但投资者仍难以了解其主要增长引擎的情况。
这篇来自《华尔街日报》的文章详细描述了微软如何让投资者难以理解他们实际在做什么，他们的资本支出成本是多少，以及他们的融资成本是多少。
This article from the Wall Street Journal details how Microsoft is making it difficult for investors to understand what they're actually doing, what their CapEx costs are, what their financing costs are.
这篇也是来自《华尔街日报》。他们说微软让投资者在其AI业务的三个关键驱动因素——云计算、资本支出以及与OpenAI的关系——方面处于盲目状态。公司的披露远低于投资者所需的信息。
This one is from The Wall Street Journal. They say that Microsoft is leaving investors flying blind on its AI business across three critical drivers of the AI future, cloud computing, capital expenditures, and its relationship with OpenAI. The company disclosures fall well short of what investors need.