I have a different bet. While AI from MSFT won’t be as ground breaking as hyped now, it still will be big enhancement for Office and Cloud offerings. Microsoft

I have a different bet. While AI from MSFT won’t be as ground breaking as hyped now, it still will be big enhancement for Office and Cloud offerings. Microsoft providing Word/Excel/Powerpoint with existing capabilities to big companies is going to be long run winner. NVidia is going to be always just like all hardware providers strong but still not in a place like MSFT having governments and F1000 corporations basically paying MSFT all the money they want.