Redburn Analyst on His Call to Cut Microsoft, Amazon

Thanks for having me on the show again. As you know, there's like this narrative out there. It if they are is like the early stage of cloud one below.And our work really shows that this is increasingly misplaced. Purely from a capital deployment perspective. We estimate that generative A.I. deployments require six times more capital to deliver the same cloud. 1.0% Economics.And that's something that really surprised us in our analysis, and that's why we downgraded heavy hearted our our hyperscalers. So I th ...