WS #14660
The AI narrative remains strong in infrastructure but shows cracks in consumer applications. Fastly jumped 13% following a positive investor day, signaling continued capital expenditure in cloud security and edge computing. Microsoft's backing of AI safety evaluators underscores the industry's focus on governance, while Intuit's flat retention rates highlight the disruptive potential of AI DIY tools on legacy software models.
AI Infrastructure & Tech Earnings
The AI narrative remains strong in infrastructure but shows cracks in consumer applications. Fastly jumped 13% following a positive investor day, signaling continued capital expenditure in cloud security and edge computing. Microsoft's backing of AI safety evaluators underscores the industry's focus on governance, while Intuit's flat retention rates highlight the disruptive potential of AI DIY tools on legacy software models.