Microsoft is the OG when it comes to enterprise computing. As mature as the business is, there are still plenty of growth drivers – especially when it comes to AI, with Microsoft at the forefront of this trend across offerings like OpenAI and Copilot. Even Bing is somehow managing to increase in popularity thanks to AI!
Behind all this excitement lies an important reality: the data centre investment cycle is very different to the software-as-a-service predictability that Microsoft investors are accustomed to. Will this impact the valuation over time?
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