Microsoft's Azure has already started integrating Claude's top-tier models, but when I tried it today, there were insufficient resources to deploy it. Grok is in the same situation. This can actually hedge some of the risks and not rely entirely on OpenAI. Perhaps this area can release some positive news in the future, narrowing the gap with Amazon Cloud in cloud services.

LongPort - 价值&投资
价值&投资

Many bros are asking about the outlook for $Microsoft(MSFT.US):

1. The stock price has indeed fallen a lot, but I haven't found a reason to buy it yet.

2. What's a bit worrying is that its AI relies too much on OpenAI; I'm a bit uneasy about Sam.

3. I haven't seen Microsoft's own AI come out yet.

If you don't understand it, don't touch it. Every trade must have a reason to hold it with conviction. 🤔

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.