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Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience

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Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world's two leading cloud giants are set to provide the latest update on their long-running rivalry.

Fortune AIabout 5 hours ago
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Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience | Steek AI Signal | Steek