The view from the cold aisle of a Microsoft Azure data center. (Photo: Microsoft)

Microsoft CEO Satya Nadella announced record results carried by his company’s cloud computing business and captured the wave of change that gripped the global IT landscape.

“What we are experiencing is the beginning of a second wave of digital transformation that is affecting every company and every industry,” said Nadella. “We’re building Azure as the world’s computer to support companies with growing cloud requirements.”

The extraordinary growth of Microsoft and competing cloud platforms from Amazon Web Services and Google was accelerated by the COVID-19 pandemic. While infrastructure developers try to work with …

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