Microsoft's 190 Billion AI Bet Faces Its Biggest Test Yet Microsoft reports fiscal Q4 earnings on Wednesday, July 29, and I cannot remember a more consequential quarter for the company since Satya Nadella took the helm. This is not hyperbole. The stock is down 25 percent over the past year, sitting 30 percent below its all-time high, and investors are demanding something they have not yet...

The Hidden Cost of Enterprise AI: Are You Paying Twice? Microsoft CEO Satya Nadella dropped a bombshell this week that every enterprise leader needs to hear. In a candid blog post, Nadella warned that companies relying on proprietary AI models are effectively paying for intelligence twice — once in their monthly token bills, and again by surrendering the very knowledge that makes their...