Microsoft faces a crossroads in front of their 50. Anniversary star-news.press/wp

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At the end of 2022. Year Satya Nadella made what could be defined by his career’s bet: Billions in Openi while restructuring Microsoft around artificial intelligence. Initially, the move looked like a strategic genius. While Google, Apple and Meta caught that they had made up for the race AI, Microsoft would seem to provide a winning horse, giving it to his commander’s early lead. Wall Street rewarded this vision, adding over trillion dollars to Microsoft’s market cap.

In early 2025. However, this vision collided with a sharp reality. Microsoft is now facing the perfect storm of challenges in their AI gambit, backlogs in relation to technical peers, growing tensions with the Open, and the market that can show some slowed in their interest in all things. For the company that has mastered each technological revolution in the last five decades, these warning signs suggest that its biggest bet, may not fail.

The stock market judgment is especially sharp. Microsoft actions closely avoid their first eight-week losing string than the 2008 financial crisis. Year only through last minute rally 21. Marta, According to CNBC. Since it reaches the final high connection of 467.56 USD in July 2024, Microsoft has been reduced by about 16%. More stories, Microsoft has been reduced by 7% for the year, while other giants focused on AI, making it only magnificent 7 technological stocks without profit in the past year.

Behind the scene, Microsoft has peacefully supported from its ambitious AI infrastructure plans. The company has canceled planned centers of data that would initiate the next generation AI system. According to TD Cowen, Microsoft has left facilities This would increase its computer power by approximately 14% – equivalent to the entire computer capacity of Large global technological center like Tokyo. Microsoft also decided to skip a $ 12 billion option For more data center capacity From Cloud Computing Company Coreweave, according to the traffic light.

These withdrawals seem to speak specifically for the company to claim repeatedly Demand and was “Offer overdraft. “Nadella himself hinted in reality in a recent podcast, acknowledging”Will be overpaid“In data centers related to AI.

Adding Microsoft Challenges is an exacerbation of OpenAi relations. According to informationMicrosoft’s Chief Ai Mustafa Suleyman has a double mandate that reveals the company’s growing partnership: by putting a partnership for Openai, simultaneously by making Microsoft “on the way to self-sufficiency in AI, so that they will not have to rely on open technology.” Microsoft already develops its own family and models (internally called MAI) and test models from competitors, including anthropic, XAI, DeePseek and target as potential replacement of the Openi.

It has its own work cut for it with a bastard that fought to gain a meaningful towel on the market. The Gartner survey found several companies that move the initiative co-pilot out of initial testing, with “Tangible business effect proves elusive“And implementation that requires” greater efforts than predicted “. One Government IT Executive Director described Copilot As “so far behind that frustrating for use.”

But Microsoft may not be alone in dealing with these challenges. There is growing signs that all Ai Air can be struggling to find more users. According to the autumn 2024 labor labor force index, the growth rates of adoption and among American workers have slowed on the mere percentage point Gain in the last three months compared to almost two-digit gains in the same period a year earlier. The Gartner paper said that the whole was increasingly nervous about and consumption, with one Gartelner analyst says UK Technological Publication Register that would be 2025 “Year of Slide”.

As Microsoft celebrates its 50. anniversary, the company is at the crossroads. Its and strategy – pricing while integrating AI in products, developing competitive models, and fire infrastructure – suggests that they are not attempted to double in the next technological revolution.

For a technological giant, which has repeatedly managed to translate, Microsoft’s contradictory approach can be the clearest signal, but even if even industry leaders are not sure if the AI ​​revolution Hype.