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Posted by
Two Blokes Jul 13 -
Filed in
Stock
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Microsoft's Azure is leading the shift to multi-agent AI systems, creating new demand for its integrated cloud and orchestration infrastructure. Despite decelerating cloud growth, Microsoft's strong financials, high margins, and operational excellence support a 19.3% undervaluation and moderate upside. Azure's deep integration, enterprise features, and open-source strategy provide durable competitive advantages over AWS and other cloud rivals.
