nichenya+spasi: infrastructure,

Microsoft also google are spending a ton of cash on AI infrastructure, analyst says

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Microsoft also google are spending a ton of cash on AI infrastructure, analyst says
Both Alphabet (GOOG, GOOGL) and Microsoft (MSFT) posted quarterly results that topped Wall Street estimates. The big takeaway from both reports? That generative artificial intelligence is here and companies are spending on it, says both Baird Technology Desk Sector Strategist Ted Mortonson and RBC Capital Markets Software Equity Analyst Rishi Jaluria. "The commentary out of…