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MSFT - Microsoft doubles capex but what does GenAI monetization look like?
Microsoft Corporation
2024-07-10 11:43:17 ET
"While the analysis does suggest Microsoft's GenAI market share exceeds its current software share, our survey work is very supportive of Microsoft accruing additional IT Wallet Share as investment in GenAI ramps," Weiss added. "That said, the limited implied growth in GenAI capex seems at odds with the broader industry discussion on ramping data center build outs and highlights several components necessitating future analysis." ...