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Nvidia’s New Threat to AWS, Plus Microsoft Faces a Key AI Test 10/3/23

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Manage episode 378683335 series 2975155
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

616 episodes

Artwork
iconShare
 
Manage episode 378683335 series 2975155
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

616 episodes

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