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投资者可能会密切关注这些公司的云计算业务，Anthropic和OpenAI等AI初创公司的需求正在推动该业务销售额快速增长并超过供应。　　最大的云服务提供商亚马逊云服务第一季度的收入预计将增长26%，而微软Azure和谷歌云的收入预计将分别增长38%和50%。上一季度，Azure 38%的收入增长不足以让投资者满意，导致微软在财报发布后的第二天股价下跌10%。　　Jensen的Bond表示，对An

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