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Microsoft’s AI Revenue Set to Exceed $10 Billion, Says Piper Sandler
On Tuesday, A new research note from Piper Sandler stated that Microsoft Corp. (MSFT, Financial) will generate more than $10 billion from AI annual sales through its Azure cloud platform. The firm has issued an “overweight” stock rating at a $520 price level, which indicates a 19.6% upside potential over current prices.
Azure maintained double-digit constant currency growth, totalling more than $50B annual run rate. Per research from Piper Sandler, Azure is headed for over $100 billion in run rate annually by March 2026, driven by AI advances and increased user activity.
The report expects near-term constraints to EPS growth and FCF development from short-term challenges such as currency movements, OpenAI investment losses and elevated AI infrastructure costs. Microsoft’s AI initiatives, it predicted, had long-term promise because of its projections of sustained growth during the scaling period.
DeepSeek’s R1 model results in lower operational costs for the Chinese AI company Microsoft, which faces acquisition challenges because of DeepSeek’s R1 model. Analysts will glean updated information about Microsoft’s artificial intelligence path from the company’s July 25 second-quarter earnings release next month.
This article first appeared on GuruFocus.
In a recent report by Piper Sandler, it has been predicted that Microsoft’s revenue from artificial intelligence (AI) technology is set to exceed $10 billion in the near future. This significant milestone showcases the growing importance and impact of AI in Microsoft’s business strategy.Microsoft has been heavily investing in AI technology over the years, with initiatives such as Azure AI and Microsoft Cognitive Services leading the way. These investments have not only improved the company’s products and services but also positioned them as a leader in the AI space.
The report by Piper Sandler highlights the potential for continued growth in Microsoft’s AI revenue, as the demand for AI-powered solutions continues to rise across various industries. With Microsoft’s strong presence in the market and ongoing innovation in AI technology, the company is well-positioned to capitalize on this growing trend.
Overall, this news is a testament to Microsoft’s commitment to AI and its ability to drive significant revenue growth in this space. It will be interesting to see how Microsoft continues to leverage AI technology to drive innovation and create value for its customers in the years to come.
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The Age of Spiritual Machines: When Computers Exceed Human Intelligence
Price: $0.00
(as of Dec 26,2024 22:45:26 UTC – Details)Customers say
Customers find the book insightful and thought-provoking. They describe it as easy to read and not too technical. The book is described as interesting and provocative, making for compelling reading. Readers praise the author’s writing style and narration. However, some feel the material is outdated.
AI-generated from the text of customer reviews
In his groundbreaking book “The Age of Spiritual Machines,” author Ray Kurzweil explores the fascinating concept of computers surpassing human intelligence. Kurzweil predicts a future where artificial intelligence will revolutionize the way we live, work, and interact with technology.As computers continue to advance at an exponential rate, Kurzweil envisions a world where machines will not only match but exceed human intelligence. This raises important questions about the potential benefits and dangers of AI surpassing human capabilities.
Will we see a world where machines are capable of creativity, empathy, and consciousness? How will society adapt to a future where machines are able to outthink and outperform humans in various tasks?
“The Age of Spiritual Machines” challenges us to think deeply about the implications of AI surpassing human intelligence and urges us to consider how we can harness this technology for the betterment of society. It’s a thought-provoking read that will leave you contemplating the future of technology and its impact on humanity.
#Age #Spiritual #Machines #Computers #Exceed #Human #IntelligenceThe Age of Spiritual Machines: When Computers Exceed Human Intelligence – GOOD
The Age of Spiritual Machines: When Computers Exceed Human Intelligence – GOOD
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In Ray Kurzweil’s groundbreaking book “The Age of Spiritual Machines”, he explores the fascinating concept of computers surpassing human intelligence. As technology continues to advance at an exponential rate, Kurzweil predicts that machines will soon be capable of outperforming humans in a wide range of cognitive tasks.This book delves into the implications of such a reality, from the potential for incredible advancements in fields such as medicine and science to the ethical dilemmas that may arise as machines become more intelligent than their creators. Kurzweil challenges readers to consider what it means to be human in a world where artificial intelligence is on the brink of surpassing our own.
As we stand on the cusp of this new era, “The Age of Spiritual Machines” serves as a thought-provoking and enlightening exploration of the future of technology and its impact on humanity. It is a must-read for anyone interested in the intersection of technology, consciousness, and the potential for a future where machines may one day exceed human intelligence.
#Age #Spiritual #Machines #Computers #Exceed #Human #Intelligence #GOOD