GeekWire cover image

GeekWire Field Trip: Starbucks rebounds, Microsoft slides, and Amazon resets

GeekWire

00:00

Microsoft's massive AI infrastructure bet

Todd outlines Microsoft's $37B capital expenses on AI GPUs and questions whether demand will justify the investment.

Play episode from 13:22
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app