cloud hyperscalers
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 22, 2024 by Aaron Levie · across every show →
Everything said about cloud hyperscalers, oldest first
May 22, 2024 neutral
Levie: Cloud hyperscalers do not need high margins on AI itself
“Ultimately, like if you're a hyperscaler in the cloud, what you really want is all of our workloads.
You just want us to build our full application on your tech stack.
So
You're not really trying to make that much margin on the AI itself.
You actually want, li…”