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Azure Databricks is a cloud-based analytics platform optimized for big data and artificial intelligence (AI) workloads.
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We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...
Amazon's cloud computing opportunity is significant, with AWS potentially regaining market share from Microsoft Azure and ...
Alphabet plans to spend $16 billion to $18 billion in the first quarter, a far bigger number than the roughly $6 million DeepSeek said it spent on the final training run to develop ... Alphabet's ...
AI scaling laws are continuing to compound across both pre-training and inference time compute ... The investments we have made in improving our ad rates are paying off and advertisers ...