Microsoft's costs in focus as fears rise over slow payoff from AI
Briefly

from Reuters2 months ago
Microsoft expected to report Azure's steady 31% growth, with AI accounting for a significant portion. Investor focus on revenue acceleration and capex in the upcoming quarter.
Reutershttps://www.reuters.com/technology/artificial-intelligence/microsofts-costs-focus-fears-rise-over-slow-payoff-ai-2024-07-29/
Alphabet's excess capital spending and modest revenue increase from AI integrations led to a selloff, highlighting market concerns on tech giants' ROI in the short term.
Reutershttps://www.reuters.com/technology/artificial-intelligence/microsofts-costs-focus-fears-rise-over-slow-payoff-ai-2024-07-29/
Read at Reuters
#microsoft #azure #ai-investments #tech-giants #market-concerns
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