Watch Desk posted an update
Former Microsoft Azure executive Sheila Gulati says upcoming results from Microsoft, Alphabet and Amazon will help show whether their heavy AI and data-centre investments are paying off. She also describes Azure as an enterprise “orchestrator”, letting businesses choose between large, smaller and internal models, with productivity gains in Office among the returns to measure.
Why it mattersThat is a useful shift from counting AI spend to asking what companies get back. Bloomberg’s interview offers an industry perspective, not evidence that the investments have already paid off.
Discuss: Which should count more as proof that AI investment is paying off: measurable productivity gains for customers, or revenue growth for the companies building it?
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