Brilliant. $Microsoft (MSFT.US)$ is trying to clearly show m...

Brilliant. $Microsoft (MSFT.US)$ is trying to clearly show monetization of AI and get people focused on that growth instead of the PC refresh. The results will quiet down stakeholders criticizing the CAPEX spend as well as throw the gauntlet at $Amazon (AMZN.US)$ and $Alphabet-C (GOOG.US)$ to get moving on making AI profitable. $Meta Platforms (META.US)$ is already monetizing so now 2 of the 4 major GPU buyers are will show gains.

If enough folks (like the 70k accounts committed to but not yet on co-pilot) start using $Microsoft (MSFT.US)$ AI products, the stickiness will naturally fall over to their cloud business forcing $Amazon (AMZN.US)$ to protect AWS either through discounts or a product of their own.

Either way good for $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Super Micro Computer (SMCI.US)$ $Dell Technologies (DELL.US)$ $Broadcom (AVGO.US)$ $Micron Technology (MU.US)$ who stand to benefit as these titans try to out invest one another.