https://futurism.com/microsoft-ceo-ai-generating-no-value
1 reply
A couple of things:
- https://www.cnbc.com/2025/02/24/a-microsoft-analyst-report-by-td-cowen-raised-concerns-about-the-ai-trade-and-helped-cause-fridays-market-sell-off.html
- https://www.sequoiacap.com/article/ais-600b-question/
- https://www.cnbc.com/quotes/SMCI (10 Mar 2024 - present)
- SCMI is 10% of NVDA revenues