Microsoft’s Cloud Miss, Boeing’s New Chief, AMD & T-Mobile CEOs 7/31/24
Squawk on the Street
Capitalizing on AI and Cloud Demand
This chapter explores the complexities of capital expenditures in the tech sector, particularly focusing on Microsoft's Azure cloud services and the impact of AI on demand for computing power. The speakers discuss market reactions to performance metrics, highlighting the need for informed investment decisions while reflecting on leadership changes within companies like Boeing. Emphasizing the urgency for scaling infrastructure and adapting to competitive pressures, the chapter also touches on the implications of AI for labor dynamics and the future of technological advancements.
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