M.G. Siegler Questions Azure Revenue Reporting

M.G. Siegler posted that Microsoft disclosed Azure revenue for the first time while dropping segment-level margin detail. He wrote that the change leaves observers with less ability to assess the economics of the growth or determine how much comes from one counterparty. Siegler labeled the situation with the phrase Claude is sus. The packet contains only this single post and provides no independent confirmation or additional details on the reporting change.