Nvidia’s New Threat to AWS, Plus Microsoft Faces a Key AI Test 10/3/23
Nvidia’s new strategy to dominate the future of AI might lie in the cloud. A report from The Information says Nvidia talked to at least one data center owner about leasing space to power its own cloud service - requiring major investment but could also be a big source of new revenue. Plus, Microsoft will soon try to generate meaningful sales directly from AI with the launch of its new AI assistant Co-Pilot for business customers. It costs nearly $30 per user per month, but some customers testing an early version say they’re seeing a big boost to productivity.
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Show Notes
Nvidia’s new strategy to dominate the future of AI might lie in the cloud. A report from The Information says Nvidia talked to at least one data center owner about leasing space to power its own cloud service - requiring major investment but could also be a big source of new revenue. Plus, Microsoft will soon try to generate meaningful sales directly from AI with the launch of its new AI assistant Co-Pilot for business customers. It costs nearly $30 per user per month, but some customers testing an early version say they’re seeing a big boost to productivity.
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