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Why Azure AI Wins 2025–2027. Microsoft's strategy is a masterclass in execution: $80B bets on infra open ecosystem = unassailable moat against AWS/Google. For visionaries, it's the ultimate "AI dividend"—steady cash from cloud maturity funds explosive growth (18% total rev to $281B in FY2025). Risks: CapEx bloat and regulatory scrutiny (e.g., OpenAI ties), but diversification mitigates. My call: 12–15% portfolio allocation; track Ignite follow-ups for agentic breakthroughs. Not advice—DYOR. #Mic
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