#CanMicrosoftDeliverOnAI
#CanMicrosoftDeliverOnAl
I think Microsoft already proved that it can build Al
The real question now is can Microsoft make enough money from all this Al investment Microsoft is spending huge money on data centers GPUs Azure and Copilot
For me this is where I will watch carefully
Is Azure really growing because of Al Are companies really using Copilot and getting real benefit from it
And most important is the money Microsoft is spending on Al giving enough return
Microsoft already has a very strong position because of Azure Office Windows GitHub and its enterprise customers
So l am not bearish on Microsoft
But | also dont want to believe Al story only because everybody is talking about it
The numbers have to prove it
Microsoft already has more than 100 billion dollars annual Azure revenue and strong Al demand so the opportunity is very big But tomorrow earnings will be important because investors will look at Azure growth Al revenue margins and how much Microsoft is spending
For me the question is simple
+
Can Microsoft turn Al spending into real long
term profit
That is what I want to see
What do you think
Microsoft will DELIVER or still needs to PROVE IT
$MSFTB $NVDAB $GOOGLB #Aİ
#Earnings #CanMicrosoftDeliverOnAI #For90Percent
#CanMicrosoftDeliverOnAl
I think Microsoft already proved that it can build Al
The real question now is can Microsoft make enough money from all this Al investment Microsoft is spending huge money on data centers GPUs Azure and Copilot
For me this is where I will watch carefully
Is Azure really growing because of Al Are companies really using Copilot and getting real benefit from it
And most important is the money Microsoft is spending on Al giving enough return
Microsoft already has a very strong position because of Azure Office Windows GitHub and its enterprise customers
So l am not bearish on Microsoft
But | also dont want to believe Al story only because everybody is talking about it
The numbers have to prove it
Microsoft already has more than 100 billion dollars annual Azure revenue and strong Al demand so the opportunity is very big But tomorrow earnings will be important because investors will look at Azure growth Al revenue margins and how much Microsoft is spending
For me the question is simple
+
Can Microsoft turn Al spending into real long
term profit
That is what I want to see
What do you think
Microsoft will DELIVER or still needs to PROVE IT
$MSFTB $NVDAB $GOOGLB #Aİ
#Earnings #CanMicrosoftDeliverOnAI #For90Percent