Microsoft sedikit mengalah dalam perlombaan belanja modal AI. Wall Street menyukainya.
· businessinsider.com
Wall Street mengirimkan pesan baru kepada raksasa teknologi: pengeluaran AI saja tidaklah cukup. Pengendalian diri Microsoft memicu reli saham yang masif.
For several years, Big Tech has operated under a simple rule: spend more on AI, or investors will assume you're falling behind. This earnings season, that rule ...