Creative Strategies CEO and principal analyst Ben Bajarin joins Asking for a Trend to discuss the increased artificial intelligence (AI) capital expenditure investments across tech giants, particularly in their cloud businesses.
Bajarin notes that while AI drives “part of” the increased spending on the cloud, “we forget that there is a lot of general-purpose cloud that is still out there.” He emphasizes that traditional cloud services continue to show strength as companies work to…
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https://finance.yahoo.com/video/big-techs-cloud-spend-not-224640611.html
