Dan Niles: Microsoft’s AI Edge & Hidden Risks For Tech This Fall
RiskReversal Pod
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Microsoft's Future in AI and Cloud Services
This chapter explores Microsoft's performance expectations in AI and cloud services, focusing on recent improvements in Azure and strategic shifts leading up to an earnings report. It discusses the competitive landscape in tech, particularly among companies vying for dominance in artificial general intelligence, and the historical context of market volatility. The conversation highlights the impact of external factors, such as geopolitical influences and capital expenditures, on tech demand and company valuations.
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