The Better AI Cloud Stock: Microsoft or Amazon?
Key takeaways
- AMZN MSFT NVDA The biggest question hanging over the AI boom is whether the enormous sums invested in it will yield a return.
- Together, they plan to spend close to $400 billion on capital expenditures this year, much of it on AI data centers.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
AMZN MSFT NVDA The biggest question hanging over the AI boom is whether the enormous sums invested in it will yield a return. For the two companies that dominate cloud computing, the payoff shows up in their cloud divisions.
Microsoft (NASDAQ: MSFT) runs Azure, and Amazon (NASDAQ: AMZN) runs Amazon Web Services (AWS) -- the two biggest sellers of rented computing power and the platforms turning artificial intelligence (AI) demand into revenue. Together, they plan to spend close to $400 billion on capital expenditures this year, much of it on AI data centers.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »