The analysts commented: “AI Demand Trends Remain Robust; Last week we hosted virtual investor meetings w/ Director of IR Danielle Criste. The co. highlighted how its DC buildout strategy has not meaningfully changed but is going through a different phase. MSFT sees robust demand for Azure AI and is working to strike a better balance across AI & non-AI workloads. MSFT remains optimistic on Copilot demand & is building new adoption/monetization paths”
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