Why #2: Strong AI integration (OpenAI partnership), massive enterprise moat, Azure second only to AWS.
Tailwinds: AI in productivity (Copilot), cloud growth, huge enterprise lock-in.
Risk: Antitrust and staying “cool” with devs vs. Google/AWS.
Why #2: Strong AI integration (OpenAI partnership), massive enterprise moat, Azure second only to AWS.
Tailwinds: AI in productivity (Copilot), cloud growth, huge enterprise lock-in.
Risk: Antitrust and staying “cool” with devs vs. Google/AWS.
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