Azure, Google, AWS: Who’s Winning the Cloud & AI Race?

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Montaka's Spotlight Series

Montaka Global

44 episodes

2 weeks ago

Join the Montaka Global Investments team as they chat about the stocks and market dynamics that shape their decisions. Listen in for a great stock market education on basics, market commentary and learn how to invest better on your own. Follow along as we share real-time examples and investing tips that govern our stockpicks. Subscribe and leave a review. Questions? Email questions@montaka.com and we will be happy to answer!

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All content for Montaka's Spotlight Series is the property of Montaka Global and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Join the Montaka Global Investments team as they chat about the stocks and market dynamics that shape their decisions. Listen in for a great stock market education on basics, market commentary and learn how to invest better on your own. Follow along as we share real-time examples and investing tips that govern our stockpicks. Subscribe and leave a review. Questions? Email questions@montaka.com and we will be happy to answer!

Show more...

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Azure, Google, AWS: Who’s Winning the Cloud & AI Race?

Montaka's Spotlight Series

23 minutes 22 seconds

3 months ago

Azure, Google, AWS: Who’s Winning the Cloud & AI Race?

What do you get when you mix AI, cloud infrastructure, and $100B in annual CapEx? A generational shift. In this episode, Andy and Amit explore why Microsoft, Google, and Amazon are growing faster than ever—and why this cloud boom still has miles to run. From legacy workload migration to generative AI token explosions, tune in for an investor’s view on the real backbone of the intelligence revolution.

#cloudcomputing #generativeAI #hyperscalers #SpotlightSeries #Montaka

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.