Goldman Sachs: Maintains “Buy” rating on Microsoft, stating AI spending is a long-term moat

Golden Finance April 13｜Goldman Sachs analyst Gabriela Borges released a research report, maintaining a bullish stance on Microsoft with a "Buy" rating. Even as computing power remains tight and management continues to focus on internal artificial intelligence (AI) workloads, Azure has still maintained a robust growth rate of over 30% (at constant exchange rates). Although AI-driven capital expenditure increases have impacted market sentiment, in the long term, this highlights Microsoft's significant opportunities in the fields of cloud computing and AI.