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I mean you can read and listen in to most investor calls where majority of the knowledge is shared with the public shareholders. For example take Microsoft las
by thenerdhead 4y ago
I mean you can read and listen in to most investor calls where majority of the knowledge is shared with the public shareholders.
For example take Microsoft last week:
https://www.fool.com/earnings/call-transcripts/2023/01/24/microsoft-msft-q2-2023-earnings-call-transcript/ https://www.fool.com/earnings/call-transcripts/2023/01/24/mi...
Read through the comments on how they see the current AI shift.
> So, that's sort of fundamentally how we view it. And then the other aspect I'd also say is simultaneously investing in this new AI trend because I don't think any application start that happens next is going to look like the application starts of 2019 or 2020. They're all going to have considerations around how is my AI inference performance, cost model is going to look like. And that's where we are well positioned again.
> So, that's how I view it. The market, you all are better readers of, quite frankly, what's happening out there. We can tell you what we see. What we see is optimization and some cautious approach to new workloads and that will cycle through, but we do fundamentally believe on a long-term basis, as a percentage of GDP, tech spend is going to go up.