Did Microsoft just pop the AI bubble? All this AI cost have to return higher margins if not it’s a losing investment. What do you think stackers?
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Did Microsoft just pop the AI bubble? All this AI cost have to return higher margins if not it’s a losing investment. What do you think stackers?
https://finance.yahoo.com/news/big-tech-ai-investment-is-going-right-to-nvidia-chart-of-the-week-100002139.html
Great chart here that shows all of big tech is keeping Nvida inflated. Soon as big tech pivots Nvida’s business model is cooked
It’s a flooded market with many costs currently.