Azure +40%, AI ARR $37B, RPO $627B, Copilot 20M seats. Click for this updated look at MSFT stock and why I'm very bullish.
In terms of Microsoft's financial metrics, margins and FCF will likely continue suffering due to increased AI-infrastructure ...
Microsoft’s Azure-based AI development and deployment platform shines with a strong selection of models and agent types and an excellent playground for experimenting with agents.
Azure Linux 4.0 expands Microsoft’s Linux strategy for secure AI and server workloads. Azure Container Linux offers hardened, lightweight infrastructure for Azure containers and regulated enterprises.
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