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$Meta Platforms(META.US)

so…Zucks going after GCP, AWS, and Azure now?

makes sense…all this extra compute…can easily monetize it with the seeming unrelenting demand

meta becomes a cloud play?

Source: amit...

$Microsoft(MSFT.US) $NVIDIA(NVDA.US)

BREAKING: Microsoft, Nvidia, and Anthropic report new partnerships.

- Anthropic has committed to buy $30B of Azure compute capacity

- Anthropic to contract added comp.........