Microsoft's AI business is experiencing phenomenal growth with demand exceeding supply, justifying continued investment and making it a strong buy.
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Microsoft Delivered Massive News for Stock Market Investors | MSFT Stock Deep Dive Part 1
May 4, 2026
Microsoft's AI business is showing strong growth, surpassing $37 billion in annual recurring revenue, up 123%. While the company is investing heavily in data centers, demand continues to exceed supply, indicating a positive outlook for investors. The CEO views AI as a foundational platform shift with significant long-term potential.
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