Microsoft e Google sofrem queda no mercado por causa de IA

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Nuvem e IA Generativa: Microsoft e Alphabet em Ascensão

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A demanda por produtos de IA generativa contribuiu para o crescimento das divisões de nuvem.

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No entanto, os custos elevados com servidores, centros de dados e pesquisa geraram preocupações.

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Os investidores esperavam um retorno maior sobre os investimentos em IA.

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As ações das empresas caíram significativamente, assim como a AMD, fabricante de chips de IA.

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Os gastos em capital também aumentaram expressivamente para as empresas.

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As empresas sinalizaram expectativas de maiores despesas no futuro próximo.

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