Amazon, Google and Microsoft—the top public cloud providers—are all benefiting from organizations of all sizes looking to the cloud for business continuity during the global pandemic.
Pandemic-related supply chain disruption in China meant the company couldn't expand data centers as much as planned, leading to some Azure and Office capacity shortages.
First-quarter server chip shipments tripled from a year ago, but revenue for the division that makes them fell 21%, hurt by declining demand for custom Xbox and PlayStation chips.