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Bank of America says Microsoft's enterprise AI edge is widening as Azure demand may outstrip supply

NewsFeeds update

Bank of America says Microsoft's competitive advantage in enterprise AI applications, security and infrastructure has strengthened as Azure expands and Copilot commercialises. It expects Azure demand to keep exceeding supply in fiscal 2027 and raised its earnings forecasts for the next three years.

AIOdailyAINeutral

Read the original on Odaily

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Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Not investment advice.