Microsoft Charges Into AI Future With ChatGPT Integration, 'iPhone Moment' Says Analyst As Azure and GitHub Growth Soars
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Microsoft is moving quickly to integrate AI like ChatGPT across its products and services
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Analyst Dan Ives said Microsoft's "iPhone moment" has arrived due to its big bets on AI
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Products like GitHub Copilot and Azure with AI are seeing strong early adoption and revenue growth
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Microsoft may have an edge over rivals in enterprise AI adoption through Azure cloud and services
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At 36X forward P/E Microsoft stock isn't cheap but growth prospects from AI justify premium valuation