(Bloomberg) -- Microsoft Corp. is at the intersection of two troubling trends roiling the technology sector, which has the stock on track for its worst quarterly performance since the global financial crisis two decades ago.First, the software giant is doubling down on capital expenditures as Wall Street increasingly asks when investments in artificial intelligence infrastructure will produce more dramatic payoffs in revenue growth. And second, investors are selling software stocks over fears th
Why the fuck are they even in the Ai business in the first place? They were milking the cloud services for years, Xbox and Windows being just side hustles, and now they made trendy AI pivot for no reason. They trying to dig gold while business is in selling shovels
Why the fuck are they even in the Ai business in the first place? They were milking the cloud services for years, Xbox and Windows being just side hustles, and now they made trendy AI pivot for no reason. They trying to dig gold while business is in selling shovels
Because Blockbuster didn’t get into streaming and look at them now
MSFT’s entire method of operation revolves around acquisition.
They bought into OpenAI just like they did for all of their major products in hopes that it makes money.
Everyone wants to be in the AI business. It’s what was expected to make money. It’s lost so much, I love it.
Apple is the tail-ender in the AI race, but it’s paying off. Their latest macBook Neo is a success and it’s going to eat a lot of Microslop’s market.
If they had done a Google and sold GPU-compute cloud services, they could probably have made quite a tidy sum. Everyone wants compute.