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5min chapter
Microsoft, Amazon, AI, the economy, and another bad tech ad
GeekWire
Microsoft's AI Investment Insights
This chapter explores Microsoft's $19 billion capital investments in cloud and AI infrastructure, emphasizing AI's role in driving revenue growth, particularly through tools like GitHub Copilot. It also discusses investor skepticism about the immediate value of these investments and varied user experiences with AI technologies across different sectors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode