Microsoft Q4FY23 Pre-ER: Looking to build AI momentum into FY24

MSFT is just beginning to incorporate AI into its core offerings - starting with Microsoft Bing Chat enterprise and Microsoft Co-Pilot 365 - which by its own estimates AI will only contribute 1% to its Azure division in q4. For example, based on an analysis done by Macquarie bank, AI could add $14B to sales in its first full year.

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