Cloud Quarterly: Azure AI pop, AWS supply pinch and Google execution
Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors keep score with cloud growth rates. But this past quarter you…
Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors k… [+18938 chars]