Analyst Downgrades Amazon, Microsoft: AI Costs Outweigh Benefits
Update: 2025-11-20
Description
Financial analyst Alex Haissl from Rothschild and Company Redburn downgrades Amazon and Microsoft, challenging the notion that AI will drive growth like the cloud boom. He argues AI is more costly, with GPUs costing forty billion dollars and generating less revenue. The short lifespan and limited pricing power of large cloud providers further complicate the picture. Haissl suggests limited growth potential and a need for significant spending reduction to boost optimism.
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