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Will Microsoft invest in AI infrastructure in FY2025?

Management plans to scale AI infrastructure investments in FY2025, but remains flexible to adjust based on demand signals to maintain margins. Microsoft's AI services, including Copilot for Microsoft 365 and GitHub Copilot, are seeing strong demand, justifying continued investment in AI infrastructure. hapabapa

Should Microsoft invest in AI?

Given that the AI opportunity is both capital and knowledge intensive, Microsoft needs to see some sort of value coming from customers and something that will drive growth rates going forward. What Microsoft has seen from the demand perspective so far has been encouraging, hence the investment into AI.

Does Microsoft's new Windows PC have AI?

Microsoft Corp (NASDAQ:MSFT) recently launched a new line of Windows PCs with AI capabilities. However, the Wall Street Journal reports that these PCs, powered by Qualcomm Inc (NASDAQ:QCOM) chips using designs from U.K.-based Arm Holdings Plc (NASDAQ:ARM), need help with gaming compatibility.

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