Elevator going up for Google, Microsoft spending After a year of declining estimates, things just inflected in a significant way. https://
thetechnologyletter.com/the-posts/elev
ator-going-up-for-google-microsoft-spending
… $MSFT $GOOGL $ANET $NVDA #investing #AI #artificialintelligence #cloud #earningsseason
INVESTMENT
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Google Microsoft AI spending estimates inflect upward significantly
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Anthropic Partners with Scale to Expand Claude Availability
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Our CEO Dario Amodei says: “Partnering with Scale allows us to bring our useful model, Claude, to more customers in a thoughtful, scalable way…. I'm excited about this partnership and the work we'll do together to positively shape the future of AI.”
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Cloud War Escalates: Microsoft and Google’s AI Infrastructure Arms Race
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The cloud war is on for Microsoft and Google: A new arms race Willing to spend whatever is required for dominance $GOOGL $MSFT $ANET $NVDA $DLR $EQIX $CSCO $CIEN $JNPR $AMD $INTC https://
thetechnologyletter.com/the-posts/the-
cloud-war-is-on-for-microsoft-and-google-a-new-arms-race
… #investing #earningsseason -
Fintech Trends 2023: Key Developments in Financial Technology
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Here is an article > https://
forbes.com/advisor/in/inv
esting/fintech-trends-2023/
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PwC invests $1 billion in generative AI with Microsoft OpenAI
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@PwC
LLP plans to invest $1 billion in generative #AI in its U.S. operations over the next three years, working with
@Microsoft
and ChatGPT-maker
@OpenAI
to automate tax, audit, consulting #CIO
@angusloten
https://
wsj.com/articles/price
waterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd
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AI, a Resilience Tool for 90% of Companies
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Study @dataiku: for 90% of companies, AI is a resilience tool against recession risk https://actuia.com/actualite/etude-dataiku-pour-90-des-entreprises-lia-est-un-outil-de-resilience-face-au-risque-de-recession/
… #AI #artificialintelligence #business -
Google Surges as Cloud Results Beat Expectations, Enphase Falls
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Google jumps, Enphase collapses Arista shares are rising on an evening of better-than-feared cloud computing results. https://
thetechnologyletter.com/the-posts/goog
le-jumps-enphase-collapses
… $GOOGL $ANET $ENPH $TXN $JNPR $CIEN $CSCO $MSFT #investing #earningsseason #cloudcomputing #networking -
Microsoft Q3 beats expectations with strong cloud revenue growth
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Microsoft surges as Q3 beats on better-than-expected cloud revenue Not too shabby, albeit expectations were low. https://
thetechnologyletter.com/the-posts/micr
osoft-surges-as-q3-beats-on-better-than-expected-cloud-revenue
… $MSFT #investing #stocks #cloudcomputing #AI #artificialintelligence #ChatGPT -
Big Tech Layoffs While Spending Billions on Share Buybacks
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Layoffs accompanied by tens of billions in shares buyback
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Mega-Cap Tech Earnings: Amazon, Alphabet, Microsoft Face Weak Trends
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Mega-Cap earnings: Amazon, Alphabet, Microsoft contend with lousy trends A very low bar to cross. https://
thetechnologyletter.com/the-posts/mega
-cap-earnings-amazon-alphabet-microsoft-contend-with-lousy-trends
… $AMZN $MSFT $GOOGL $INTC $TXN #investing #earningsseason #cloudcomputing #advertising