Why is Microsoft investing in AI?

This strategic move by Microsoft expands the boundaries of AI competition beyond software and services into the crucial realm of infrastructure. By investing in the foundational elements of AI, Microsoft aims to enhance its cloud services, support its own AI development, and create a competitive advantage in the AI ecosystem.

How much will generative AI spend on cloud computing?

Generative AI could constitute $200 billion to $300 billion of cloud spending, as investment moves beyond mega technology companies and foundation model providers. Companies spending on digital transformation and cloud modernization will contribute to the surge in cloud computing sales, writes Rangan.

How has AI impacted Microsoft's Cloud Platform?

By integrating AI into its cloud computing and AI-driven solutions, Microsoft experienced significant growth in its Azure cloud platform, with a remarkable 28% increase. AI-driven insights provided by Microsoft's solutions have empowered customers to make data-driven decisions, optimizing processes for greater efficiency.