Timing the Fed’s Cut, AI & Earnings, Social Media’s “Seatbelt Moment” 1/30/24
The Exchange
00:00
AI Driving Growth in Microsoft and Google's Cloud Business
The speakers discuss the upcoming earnings reports of Microsoft and Google, emphasizing the role of AI in driving growth in their cloud businesses. They also explore the potential impact of AI on Microsoft and Google's bottom line, with Microsoft expecting growth in co-pilot services and Google potentially experiencing a hit to revenue due to AI taking away from search.
Play episode from 20:20
Transcript
