Patrick Moorhead says investor enthusiasm for AI “quick bets” on hyperscalers is overstated, arguing that Microsoft/Azure are generating actual profits. The takeaway is a more fundamental, less speculative read-through on AI beneficiaries, implying limited immediate market impact but constructive sentiment toward profitable operators.
Patrick Moorhead says investor enthusiasm for AI “quick bets” on hyperscalers is overstated, arguing that Microsoft/Azure are generating actual profits. The takeaway is a more fundamental, less speculative read-through on AI beneficiaries, implying limited immediate market impact but constructive sentiment toward profitable operators.
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