Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23
Clouded Judgement
FEBRUARY 2, 2024
Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations. They also are seeing AI revenue (largely compute) show up sooner than anyone else.
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