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Microsoft's CEO Satya Nadella has indicated that the returns from the company's AI investments won't be immediate, with a timeline stretching over the next 15 years and beyond. Investors are eager to see when Big Tech's significant AI investments will start generating substantial returns, but Microsoft's cautious message during its earnings call left many uncertain.
The heavy capital expenditure on AI-related infrastructure, including computing networks and data centers, is a major reason for the delayed monetization. Despite the long-term potential of AI, investors are becoming increasingly skeptical about the timeline for reaping the rewards of these investments. Microsoft's cloud business, Azure, experienced slower growth in the AI era, leading to concerns among investors.
Isomorphic Labs, the AI drug discovery platform that was spun out of Google's DeepMind in 2021, has raised external capital for the first time. The $600
How to level up your teaching with AI. Discover how to use clones and GPTs in your classroom—personalized AI teaching is the future.
Trump's Third Term? AI already knows how this can be done. A study shows how OpenAI, Grok, DeepSeek & Google outline ways to dismantle U.S. democracy.
Sam Altman today revealed that OpenAI will release an open weight artificial intelligence model in the coming months. "We are excited to release a powerful new open-weight language model with reasoning in the coming months," Altman wrote on X.
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