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Analysts see Azure momentum countering skepticism around Microsoft’s AI spend
Analysts argue Microsoft’s AI-driven Azure growth is being underestimated, with accelerating enterprise demand expected to validate heavy AI investments in 2026.
Microsoft is drawing renewed confidence from Wall Street analysts who believe the market is underestimating the payoff from its aggressive artificial intelligence investments. According to analyst , doubts around heavy AI-related capital expenditure overlook the growth potential building inside ’s cloud business. Ives argues that Azure demand tied to AI workloads could accelerate meaningfully in 2026, helping Microsoft outperform expectations.