Morgan Stanley CIO Survey Shows Rising Hardware Prices and Microsoft AI Implications
Morgan Stanley's latest CIO survey finds that higher hardware prices and early buying are supporting demand, with on-premise AI spending showing little change, and that its findings reframe how investors should view Microsoft's AI position.
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| Oct 15, 7:07 AM | thestreet.com | Morgan Stanley finds a new twist in Microsoft's AI story |
| Oct 14, 12:34 PM | thestreet.com | Dell leads CIO spending plans as hardware prices jump |