Borneo AI Guy
commented on
The logic behind the decline is: spending increased by 66%, so why did Azure only grow by 29%? It's a mismatch. Actually, from the conference call, it was clear that resources are significantly lagging behind demand, struggling to keep up.
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Borneo AI Guy
commented on
$CIMB (1023.MY)$ Today's red candlestick engulfed yesterday's green one!
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Borneo AI Guy : In short, the development of AI is quite costly, and investors are not optimistic about it due to the imbalance between revenue and expenses! Google Gemini is also likely to face the same issue: an imbalance between revenue and expenses!