
UBS AI Podcast - CEO Series - Ep. 3 (Joe Tsai, Chairman of Alibaba)
UBS On-Air: Market Moves
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AI and Cloud Computing Dynamics
This chapter examines the interplay between large language models and cloud computing, focusing on their role in driving demand for cloud services. It discusses the financial implications of AI investments and the potential for revenue generation through foundational models and APIs. The chapter also emphasizes the significance of open-source technologies in democratizing AI access and the importance of strategic positioning within the industry.
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