Microsoft’s huge investment in OpenAI is finally showing up in its bottom line, but it’s also putting serious pressure on Azure’s infrastructure. With nearly half of Azure’s backlog tied to OpenAI, is this partnership a masterstroke or a risky overextension? As the cloud wars heat up, will Microsoft’s AI-first strategy keep it ahead, or could capacity constraints slow it down? Let’s hear your take: is this the future of tech, or a warning sign for investors? #Tech #Microsoft #OpenAI