X @Cathie Wood

RT Frank Downing (@downingARK)AI is going to transform how we think about software and shape the future of cloud spending. Microsoft's earnings call last night was case in point:At current growth rates, the Intelligent Cloud segment (+25% y/y) is on track to be larger than Productivity Software (+14% y/y) in the next few quarters.We just published a blog that dives into what's causing this shift and where its going 👇https://t.co/rsjzWe7PN2 ...