Microsoft is gearing up for a significant week, with plans to unveil updates on Copilot, Azure, and its Surface lineup. Analysts at Wedbush believe that the stock market is underestimating Microsoft’s advancements in cloud computing and artificial intelligence, predicting that tools like Copilot could bring in $25 billion to $30 billion in revenue by 2025.
The company is set to showcase its latest AI innovations at Build, its annual developer conference, and is expected to announce updates to Copilot and Azure. Additionally, Microsoft will host an exclusive event for journalists to provide insights into its vision for future hardware, including the new Surface line and software updates.
Wedbush analysts anticipate that Microsoft will introduce more Copilot and AI features across its enterprise and consumer products, enhancing integration with applications like Excel, Teams, and Word. This move could drive subscriptions and solidify Microsoft’s consumer base, with over 70% of its installed base potentially adopting AI-powered functionality in the next three years.
The conference will also highlight Azure’s capabilities, emphasizing the potential for increased revenue from customers who are willing to spend additional funds on AI-related tools. Microsoft aims to position itself as a leading player in the cloud computing market, competing against Google, Oracle, and Amazon.
In terms of hardware, Microsoft is expected to reveal new laptops and Windows updates, including the Surface Pro 10 and Surface Laptop 6 running on Qualcomm’s Snapdragon X Elite processors. These upgrades come at a time when PC companies are focused on improving processing chips amid increasing competition from Apple’s M4 processors.
Analyst Dan Ives believes that Microsoft’s emphasis on AI in its Surface updates could kickstart a new cycle of AI-driven innovation in the PC industry, potentially influencing competitors like Dell and Apple. With Microsoft following the lead of OpenAI and Google in showcasing AI advancements, expectations are high for a “spectacular” performance at Build.
Overall, Microsoft’s upcoming week is poised to showcase its continued strides in AI and cloud computing, solidifying its position as a key player in the tech industry. Stay tuned for updates from Microsoft’s keynote at Build, which will be live-streamed by Business Insider.
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