Lazard Says AI Spending by Microsoft and Amazon Remains Justified Amid Cloud Demand
Analyst·1 article across 1 outlet
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Microsoft and Amazon's latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply.
Lazard Asset Management Portfolio Manager Celine Woo joins Bloomberg to explain why hyperscalers are still justified in ramping up AI spending and how the shift from trai.
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“Lazard Asset Management Portfolio Manager Celine Woo joins Bloomberg to explain why hyperscalers are still justified in ramping up AI spending and how the shift from trai”
Bloomberg — AI Spending Is Still Justified, Says Lazard