Will they be able to sell (generative AI) software to businesses and consumers well enough to cover what they're paying for all the infrastructure - and make some money for investors on the other end? - Jeremy C. Owens
Microsoft hopes to rise on pitching AI to its enterprise clients, Meta stock could rise through AI offerings leveraging quality user data, and Alphabet is pursuing a hybrid approach with AI in both enterprise and advertising.
Generative AI is making a significant impact with tech giants like Meta and Google aggressively deploying it across various products, while companies such as Salesforce and Adobe also integrate AI in their suites.
Microsoft and Google are increasing AI-related capital spending, indicating industry focus towards becoming key players, benefiting chipmakers like Nvidia and Super Micro Computer.
Collection
[
|
...
]