Former senior executive at Microsoft Corp
- Cloud purchasing momentum for software, electronics components and semiconductors
- Positioning of key cloud data centre suppliers such as Intel (NASDAQ: INTC), AMD (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA)
- Adoption of custom-designed semiconductors, AI inference accelerators and ARM (Advanced Reduced Instruction Set Computer Machines)-based server CPUs (central processing units)
- Supply chain update, disintermediation risks, vendor relationships and market share shifts
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