Connexion
Everyone has an opinion on Microsoft’s spending, but the real story is what the numbers say about its position
Microsoft delivered another strong quarter with results that beat expectations, driven by cloud and AI demand. But an analyst says the key issue is whether Microsoft can turn its rising AI infrastructure spending into long‑term profit.
The Microsoft Copilot app is being displayed on a smartphone, with the Microsoft logo visible in the background, in this photo illustration taken in Brussels, Belgium, on December 30, 2023.
The Microsoft Copilot app is being displayed on a smartphone, with the Microsoft logo visible in the background, in this photo illustration taken in Brussels, Belgium, on December 30, 2023.
