By William White
Publication Date: 2025-11-20 16:46:00
Microsoft (MSFT) stock was on the move Thursday after CEO Satya Nadella commented on the tech giant’s artificial intelligence (AI) efforts. According to an internal memo obtained by Business Insider, Nadella told top company executives that it needs to “rapidly rethink the new economics of AI across the company — just as we once did with the cloud.”
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To achieve the change that the Microsoft CEO wants, he has brought in Rolf Harms as an advisor to its AI operations. This is the same Microsoft executive who authored the white paper that was used for Microsoft’s transformation to a cloud company in 2010. Considering that MSFT stock has increased 1,651% since then, having Harms lead the company’s AI transformation seems like the right choice.
While there have been concerns about an AI bubble, those have started to lessen lately. This was partially thanks to Nvidia’s (NVDA) earnings report, which saw it beat Wall Street’s estimates….
