Facade with sign and logo at the Moffett Place office Amazon in the Silicon Valley, Mountain View, … [+]
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The business of generative AI teeters on an upside down pyramid. With the exception of Nvidia which has benefited tremendously from the $1 trillion in capital spending by cloud services providers, those using AI chatbots are still in search of a killer app, I noted in Brain Rush.
What makes the…
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https://www.forbes.com/sites/petercohan/2025/02/07/amazon-stock-down-on-100-billion-capex-doubts-about-ai-payoff/
