bullish

Microsoft CEO On AI CapEx: Show Me The Money!

311 Views26 Feb 2025 11:55
Mr Nadella's approach to AI compute build out has always been a pragmatic "show me the money and I'll build some more compute" approach. After last week's podcast, we now we better understand why.
What is covered in the Full Insight:
  • Introduction and Recent News
  • AI Compute Strategy Discussion
  • AI Market Winners
  • Economic Impacts and Future Metrics
  • Conclusion and Final Thoughts
SUMMARY
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Full Insight
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