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Microsoft is maintaining its lead in the artificial intelligence sector, driven by strong customer demand, according to Wells Fargo. The company is likened to its early days of cloud computing with Azure, but now it is pioneering a new market in AI. This position allows Microsoft to invest significantly, despite the lack of established benchmarks for return on investment.
Wells Fargo analyst Michael Turrin expressed confidence in Microsoft's spending trajectory, noting the company's ability to show an uptick in capital expenditures over two quarters. This suggests that supply chain issues may ease in the upcoming fiscal period. Microsoft's ongoing investments in AI and data centers are informed by robust customer demand, positioning the company favorably for future growth.
• Microsoft is leading the AI market with strong customer demand.
• Investment in AI is informed by two quarters of capital expenditure growth.
Artificial intelligence refers to the simulation of human intelligence in machines, which Microsoft is actively developing.
Capital expenditure involves funds used by Microsoft to acquire or upgrade physical assets, crucial for its AI investments.
Cloud computing allows Microsoft to provide scalable AI services, similar to its Azure infrastructure.
Microsoft is a leading technology company focused on AI development, leveraging strong customer demand to guide its investments.
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