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Jensen Huang Vs. Satya Nadella: Whose Promises About AI Better Approximate The ‘Truth'?
Source: 247wallst.com
Artificial IntelligenceCompany Fundamentals
The article contrasts Jensen Huang's emphasis on gigawatts and doubling demand with Satya Nadella's focus on seat counts and cost curves. It suggests, without identifying specific customers or amounts, that one of them is funding customers to sustain the demand narrative.
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