Microsoft’s latest repositioning — accepting higher near‑term capital spending to secure AI capacity while insisting margins will remain intact — is a deliberate trade that reshapes the company’s risk/reward profile for enterprises, investors, and Windows‑centric IT teams alike. The Seeking...
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Microsoft’s short, teasing post — “Your hands are about to get some PTO. Time to rest those fingers…something big is coming Thursday.” — may be the clearest signal yet that Windows 11 is poised to push voice and conversational AI from an accessible add‑on into a mainstream, system‑level...
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