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Microsoft’s AI Bet Shows Strong Early Returns as Enterprise Adoption Accelerates

  • Microsoft reports growth in AI adoption across its product portfolio, with over 60,000 Azure AI customers and increasing average spend per customer.
  • Enterprise adoption of Microsoft's AI tools is strong, with GitHub Copilot being the most widely adopted AI-powered developer tool.
  • Large enterprises are making significant commitments to Microsoft's AI technology, with over 10,000 customers and EY deploying Copilot to 150,000 employees.
  • Microsoft plans to scale its AI infrastructure to meet growing demand, despite current capacity constraints.

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