… What began as copilots and assistants layered atop existing software is now a fundamental shift in how software is built, delivered, and monetized. Microsoft and NVIDIA build the infrastructure supporting this shift. …
… The Gaming group does much better, at $173 million in our estimates, representing 24 percent of revenues for its operating income. …
… The company said it was a “clear signal that enterprises are shifting from experimentation to execution, embedding AI at the core of their business strategies.” Enterprises are still getting their AI feet under them, but there are popular use cases code assistants , support chatbots, enterprise sea… …