Microsoft's significant investment in AI, including its partnership with OpenAI, has yet to deliver tangible results, leading to concerns about the near-term payoff of AI for shareholders.
Investors may start to lose patience with heavy AI spending if significant progress isn't demonstrated soon, reflecting the broader industry trend of uncertain returns.
Azure's performance below expectations has impacted Microsoft's stock, with concerns about the future growth potential due to the diminishing ability to offer heavy discounts against competitors like AWS.
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