Sky’s the Limit: Cloud Providers and the Race to Build AI Infrastructure
Sky’s the Limit: Cloud Providers and the Race to Build AI Infrastructure
Why major cloud providers have the competitive edge in the generative AI movement
Generative AI has driven a surge in capital spending by major cloud providers, including Amazon, Microsoft, and Google. These companies have significantly invested in expanding data centers to enhance AI capabilities and ensure affordability.
As these software giants enter a new phase of growth driven by sustained market demand, questions arise about the long-term returns on these investments. However, with their industry leadership and strategic focus on AI, these companies are positioned as frontrunners in the AI race.
Download the report to explore top software stock picks and emerging trends in the software market.
What's Inside our Research:
What's Inside our Research:
- Analysis of how strong AI demand is driving increased capital spending by cloud providers
- Insights into the commodification of AI infrastructure
- Stock picks identified by our analysts as long-term industry leaders