JS Tan

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BigTech's Cloud computing dominance consolidates AI capex bets

4 weeks ago | ai-supremacy.com | Michael Spencer |JS Tan

For context and insights on Huawei’s recent moves please read here, here and here. Good Morning, Today we will be thinking about how Generative AI is fostering Cloud growth and how the Cloud computing industry works. Our guest today is a prolific writer and thinker on the political economy of innovation. If this interests you, consider subscribing: By Microsoft’s earnings about a week ago signal that Generative AI is accelerating their cloud Azure growth.

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