Insiders claim it has scaled back sales quotas, Redmond says that's false
Winners & losers: It's hard to argue that we aren't in the midst of an AI bubble – analysts and AI CEOs largely agree. While there are no signs of a crash yet, Microsoft may be the first company to show signs that it overestimated enterprise and consumer interest.
Why it matters: The revenue share figures for data center processors present a clear picture. Nvidia has experienced robust growth for years and currently leads the market. The primary question now is: what is the new normal for their market share?