From NBC Universal: 2025-01-28 08:00:01

Satya Nadella, Microsoft CEO, discussed the company’s performance amid the AI boom at Davos. Microsoft’s stock price has risen less than its tech peers, with Azure cloud growth a key focus. OpenAI, Microsoft’s AI partner, now has a non-exclusive agreement with Azure, impacting Microsoft’s AI and cloud investments. Analysts expect Microsoft’s quarterly revenue to grow 11% year-over-year to $68.8 billion. Walkush of Jensen Investment Management sees a long-term payoff from Microsoft’s AI investments.



Read more at NBC Universal:: Microsoft’s underperformance has investors looking to cloud for growth