White House Could Force Cloud Companies To Disclose AI Customers
Portfolio Pulse from Charles Gross
The White House is considering regulations that would require cloud companies to disclose their AI customers. This could impact major players like Amazon (AMZN), Google (GOOG, GOOGL), Microsoft (MSFT), and Nvidia (NVDA).

September 22, 2023 | 6:04 pm
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NEGATIVE IMPACT
Amazon could be impacted by potential regulations requiring disclosure of AI customers.
As a major cloud service provider, Amazon could face increased scrutiny and potential backlash from customers concerned about privacy if it is required to disclose its AI customers.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 100
NEGATIVE IMPACT
Google could be affected by potential regulations requiring disclosure of AI customers.
Google, as a major player in the cloud and AI market, could face challenges if it is required to disclose its AI customers, potentially impacting its business relationships and market position.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 100
NEGATIVE IMPACT
Microsoft could be impacted by potential regulations requiring disclosure of AI customers.
Microsoft, a significant player in the cloud and AI market, could face potential challenges if it is required to disclose its AI customers, which could impact its business relationships and market position.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 100
NEGATIVE IMPACT
Nvidia could be affected by potential regulations requiring disclosure of AI customers.
Nvidia, a key player in the AI market, could face potential challenges if it is required to disclose its AI customers, which could impact its business relationships and market position.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 100