Nvidia CEO Jensen Huang says demand for AI inference is surging, signaling stronger-than-expected end-market utilization for AI hardware and software. Microsoft is positioned to capture and monetize high volumes of AI usage across its services, supporting revenue upside potential for its cloud and software businesses.
Nvidia CEO Jensen Huang says demand for AI inference is surging, signaling stronger-than-expected end-market utilization for AI hardware and software. Microsoft is positioned to capture and monetize high volumes of AI usage across its services, supporting revenue upside potential for its cloud and software businesses.
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