First, the cloud providers would invest into anything that will increase their revenues. It's not really about AI. For Microsoft. Azure and Cpilot arr the reven

First, the cloud providers would invest into anything that will increase their revenues. It's not really about AI. For Microsoft. Azure and Cpilot arr the revenue channels. They are just investing on these channels. What if the things, on which they are investing, go bust? Well, they do calculate their risk when they invest on startups. The overall picture? Not everyone's calculations will yield good predictions. Some of these cloud sharks go bust when, for example. OpenAI folds. The game is, winner gets it all. We are heading into monopolies in every layer.