TECH - Microsoft's GenAI Advantage Is 'Distancing It From The Competition' Says Analyst | Benzinga
Microsoft Corporation‘s (NASDAQ:MSFT) partnership with generative artificial intelligence (GenAI) developer OpenAI has become the star celebrity marriage of the technology industry.
It is a union that will allow the company to “further distance itself from the competition” and sustain double-digit revenue and profitability growth for years to come, according to Stifel analyst Brad Reback.
“This is the first time in over two decades Microsoft is not playing from behind in an emerging tech trend,” said Reback.
He added: “We believe its increasing GenAI scale will become a meaningful competitive advantage as the company is able to leverage the virtuous circle generated by its unique Infrastructure & Application usage-based insights to inform its future investment and monetization strategies.”
Indeed, although GenAI development is setting a blistering ...