Will ChatGPT Replace Google?
The Financial Coconut Podcast
Is It Too Early to Invest in Google?
Rakesh: I think it's a bit too early, but you know, it just kind of is a warning shot. Rakesh: This might make Microsoft more attractive because they are showing that they can do this on their cloud workloads. If we are moving to a more AI-centric world where there's a lot more of these workloads to be run, then all your cloud providers benefit, right? And well, all those need to be paid for and the gatekeeper collecting the total.
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