
Tech Trader - The Outlook for Tech Stocks
Barron's Live
00:00
The Role of AI in Cloud Utilization
All three of the largest cloud vendors, Amazon Web Services and Microsoft Azure and Google Cloud have been talking about optimization. I always point out that like the fact that you can dial down your usage of the cloud is a feature, not a bug. So even before you get to AI, the secular tail wind around cloud is still very compelling and very interesting.
Transcript
Play full episode