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- Amazon and Microsoft got paid for AI. Nvidia lost $238 billion the same week.
Amazon and Microsoft gained from cloud revenue as Nvidia lost $238 billion, showing that AI investment rewards favor revenue-generating cloud services.
- OpenAI, Microsoft, and Anthropic all bet on one app to run your workday
OpenAI, Microsoft, and Anthropic are integrating AI tools into single apps, aiming to centralize work tasks and potentially shift user traffic patterns.
- Microsoft Is Building Its Own Models to Duck the AI Bill. Here's What That Means for You.
Microsoft is using its own AI models in Word and Excel to cut costs, signaling a shift in AI economics that affects vendor selection and roadmap planning.
