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Microsoft forms new internal dev-focused AI org

1. Microsoft forms new AI division named CoreAI to enhance infrastructure. 2. Jay Parikh, formerly of Meta, leads the new engineering organization. 3. The division aims to prioritize AI in all application categories. 4. Nadella emphasizes a focus on 'model-forward' applications. 5. CoreAI combines multiple existing teams to streamline AI efforts.

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FAQ

Why Bullish?

Microsoft's focus on AI infrastructure can drive future revenue growth, similar to past AI investments.

How important is it?

This restructuring highlights Microsoft's strategic focus on AI, likely influencing investor sentiment positively.

Why Long Term?

Significant structural changes may take time to yield substantial financial results, akin to previous AI reforms.

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