Reported about 1 month ago
In anticipation of Nvidia's earnings report, RBC Capital Markets' Rishi Jaluri discusses the tech sector's AI landscape, highlighting that while near-term returns on AI investments might be difficult, Microsoft is poised to monetize generative AI significantly in the coming year. He emphasizes the importance of demonstrating AI potential within Azure, the growth of AI modules from other software companies, and the actual adoption of AI across Microsoft's portfolio.
Source: YAHOO