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Microsoft: Gen-AI CapEx efficiency significantly outpacing that of Azure build out - Goldman

June 25, 2024 8:59 AM EDT

Goldman Sachs reiterated its Buy rating on Microsoft (NASDAQ: MSFT) with a $515 price target in a note this week, citing strong returns on the company's investments in Generative AI (Gen-AI).

While some investors are concerned about the return on investment (ROI) for Gen-AI, Goldman Sachs sees parallels to the company's successful Azure cloud computing build-out.

"We draw several parallels to the Azure infrastructure build-out in which Azure CapEx intensity (CapEx / Azure Revenue) stabilized... More