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Microsoft Cloud Outpaces AI, Disney’s AI Dilemma | Samir Chaudry, Dan Wright, Flo Crivello, David Tuttle, Will Ahmed, Aneesh Dhawan

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Investing in AI Infrastructure: Opportunities and Challenges

This chapter delves into the investment landscape of data centers, emphasizing the dual nature of capital expenditure in technology. It covers the implications of AI development, stranded energy solutions, and the evolution of distributed computing through mobile infrastructures. The conversation also highlights collaborations with major industries and the continuous advancements in satellite connectivity to enhance enterprise operations.

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