MS is betting the company on AI. It is everywhere across the org. They won't play with kiddie glove. You want to see ruthless businessmen in action sure pick up the fight. They'll be happy to lose 10 billion plus some more if it means they win the war.
Share Market values growth. Board won't like if MS is rerated as utility. MS is behaving as if AI will be as big as the Internet and wants to capture the biggest slice in it. Hence betting the company and will respond appropriately.
