hapabapa The investment story for Microsoft (NASDAQ:MSFT) depends on a large extent on Azure, its cloud business. In turn, Azure's growth is increasingly seeing growing contribution from AI services. In this article, I'll briefly go through my review for the reported FY4Q24 results, but more importantly look into the opportunity and debate about Microsoft's AI monetization. I will look deeper into the ROI of Microsoft's AI investments, and whether these capital expenditures are worthwhile. Firstly, I am ...