The growth of cloud computing services is experiencing a notable slowdown among leading companies such as Microsoft, Amazon, and Alphabet. This deceleration raises alarms regarding their earnings momentum, particularly as there is uncertainty about the profitability related to ongoing investments in AI technology. Despite the early stages of the AI boom, the combination of hefty investment costs, energy constraints, and climbing competition may hinder short-term profitability. Additionally, if Nvidia reports disappointing earnings, it may lead to a broader selloff of stocks associated with AI and cloud computing.
The cloud computing growth for major companies like Microsoft, Amazon, and Google is significantly slowing, raising concerns about their earnings and future profitability.
Nvidia's potential weaker-than-expected earnings could cause a significant sell-off across AI and cloud-related stocks, further impacting market investor sentiment.
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