Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft's place in the AI race.
Overview
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft's place in the AI race.
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Originally published at www.cnbc.com.
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