Opinion: Why Microsoft’s investment in AI should start to pay off in 2025 - MarketWatch
1. Microsoft reported a 12% revenue increase in Q4. 2. Azure's growth remains strong, but Wall Street expectations were higher. 3. Strategic alliances boost Azure, particularly in defense and AI analytics. 4. AI adoption is anticipated to drive significant growth for Microsoft in 2025. 5. New competition may challenge Microsoft's Azure market position.