Microsoft Should Clarify How It Defines Its "AI Business"
When a company makes a statement such as the below on an EPS call (MSFT 0.00%↑ September 2024 Quarter EPS call), it ought to define the context.
Which products fit the "AI" description? Are we talking ML, LLM and related services made available via Azure, plus Copilot-related revenue, plus other Microsoft applications imbued with AI?
Companies are playing fast and loose with AI terminology to feed the AI hype machine. Microsoft is no exception to this unfortunate game.
