Скачать или смотреть Analyst expects 'more materiality' on Microsoft's AI growth

Artificial intelligence has gone from hype in 2023 to full-on adoption with business leaders developing segments and products around AI models in 2024. Macquarie US Head of AI & Software Research Fred Havemeyer comments on how Big Tech players, particularly Microsoft (MSFT), are anticipating earnings and revenue streams on generative AI.
"In 2024, we're going to shift from a place where enterprises have been in pilot phases... and really beginning now to actually spend and invest and deploy this technology for line of business users," Havemeyer explains
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