MSFT pushback…….some Data Centre facts….and where is all that market cap going.

MSFT/OpenAI There was a bit of pushback yesterday on the subject of MSFT and OpenAI…..along the lines of MSFT having been partnered up for enough time that sufficient knowledge transfer would have occurred such that if the companies were to go there separate ways……MSFT would be …OK! Not really in my view……..Why? AI is still...

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