Why Microsoft is Actually Winning in AI

RBC Capital Markets’ Rishi Jaluria argues that Microsoft’s breadth of portfolio—from GitHub to LinkedIn—puts them in a unique position to benefit from AI. He explains why their close relationship with OpenAI is the underlying engine for their infrastructure success. Subscribe: https://www.theinformation.com/subscribe_youtube The Information’s TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: https://www.instagram.com/theinformation/ TikTok: https://www.tiktok.com/@titv.theinformation LinkedIn: https://www.linkedin.com/company/theinformation/