Microsoft
Doesn’t microsoft own a substantial fraction of the cloud-computing industry, which seems to have benefited a good amount from AI? I.e. they had that big deal with Open AI about giving them access to a billion dollars of compute.
Yes, now that I look more carefully, I see that Microsoft’s cloud revenues are large enough to be a somewhat plausible reason to bet on Microsoft.
Doesn’t microsoft own a substantial fraction of the cloud-computing industry, which seems to have benefited a good amount from AI? I.e. they had that big deal with Open AI about giving them access to a billion dollars of compute.
Yes, now that I look more carefully, I see that Microsoft’s cloud revenues are large enough to be a somewhat plausible reason to bet on Microsoft.