This chapter examines the impact of recent earnings reports from major tech companies with a focus on their AI infrastructure investments. It assesses the financial performance of Microsoft, particularly its Azure growth, while contrasting it with competitors like Meta to question the effectiveness and future returns of these substantial expenditures.
Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow.
Hosts: Carol Massar and Tim Stenovec
See omnystudio.com/listener for privacy information.