Microsoft Just Said the Nvidia Part Out Loud
[Opinion] Understanding capex and expansion strategies is crucial for both investors and supply-chain executives
Good Evening from Taipei,
One of the most important statements ever made about the global AI rollout came last Wednesday from Amy Hood, Microsoft’s Chief Financial Officer.
She had a lot of competition for quote of the week.
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Sadly, by the time Microsoft’s Amy Hood said the quiet part out loud it was far too late for Situational Awareness to listen.
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