RudyAsh
30 Apr 24
Perseus Perspectives - Microsoft is well-positioned for growth in cloud computing and AI, with its Copilot AI technology expected to be upsold to its large Windows user base. - The company's Azure cloud revenue grew by 31% in its most recent earnings, with a significant portion attributed to AI work...
Perseus Perspectives - Microsoft is well-positioned for growth in cloud computing and AI, with its Copilot AI technology expected to be upsold to its large Windows user base. - The company's Azure cloud revenue grew by 31% in its most recent earnings, with a significant portion attributed to AI workloads. - Analysts expect Copilot could add an additional $10B in annual revenue by 2026.
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