Tech Insider
Microsoft CEO Satya Nadella (R) speaks as OpenAI CEO Sam Altman (L) looks on during the OpenAI DevDay event on November 06, 2023 in San Francisco, California.
Microsoft CEO Satya Nadella (right) and OpenAI CEO Sam Altman

Justin Sullivan / Getty

  • There's an "AI Cloud" future that excites investors.
  • Then there's a legacy "Cloud 1.0" business that AWS has dominated for years. 
  • So far, Microsoft is winning the "AI Cloud" future. 

The cloud industry is splitting into 2 distinct parts.

Tags
Tech, amazon, AWS, Cloud, cloud-computing, artificial-intelligence, Microsoft, microsoft-azure, Analysis
Source
In cloud, there's AI (which is hot) and everything else (which is not)