Vital Knowledge Media(@knowledge_vital):$MSFT Nadella on the call made a very revealing statement when it comes to AI, and directed a subtle dig at OpenAI. Nadella said Microsoft wants to sell AI to a broad base of enterprises, and this "breadth" is finally starting to show up. "That's what I've been waiting for, as opposed customers who buy a lot of capacity from you and you can show a few quarters of growth. That's not a business as far as I'm concerned"

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Vital Knowledge Media@knowledge_vital

2026.10.28 22:23

$MSFT Nadella on the call made a very revealing statement when it comes to AI, and directed a subtle dig at OpenAI. Nadella said Microsoft wants to sell AI to a broad base of enterprises, and this "breadth" is finally starting to show up. "That's what I've been waiting for, as opposed customers who buy a lot of capacity from you and you can show a few quarters of growth. That's not a business as far as I'm concerned"