Last night, both Microsoft and Amazon were able to counter the trend in big technology, which can be considered relatively strong. Why? From a personal perspective, it should be the same logic as before: the adoption of AI by enterprises has gone from the stage of "buying the strongest model" to the stage of "engineering deployment+multiple models+private data systems". At this stage, cloud service providers (CSPs) have upgraded from being "middlemen selling computing power/APIs" to "AI operating system layers". They can provide a complete set of infrastructure such as private deployment, multi model orchestration, data security, permission management, and tool invocation framework, which is exactly what large enterprises lack now. Microsoft and Amazon are currently the two most mature enterprise level cloud/AI infrastructure companies. They have significant advantages in private deployment, compliance, security, and enterprise level integration. Of course, they also fell a lot before and were fully suppressed. Is this logic from last week here https://(x.com)/qinbufark/status/2074754779755295164? We have talked about s=46&t=k6rimWs Ebo2D2TXolYcM-A. This morning's long article is quite detailed and expanded