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MarketWatch
MarketWatch
US · 2 hrs ago
72◉ Centre
Amazon, Microsoft and Google are quietly morphing their businesses — and Wall Street is missing the big picture
72Quality
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AI Analysis
Quality 72/100
Partisan intensity 35/100
ObjectivePartisan
◉ Centre ✓ Fair headline

Amazon, Microsoft and Google are expanding their business models beyond cloud infrastructure to distribute and monetize AI models, a strategic shift that financial analysts may not yet fully appreciate.

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Amazon, Microsoft and Google are quietly morphing their businesses — and Wall Street is missing the big picture
Tech giants are shifting from solely providing computing power to distributing AI models, unlocking a lucrative new revenue stream.
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