In the Press
January 6, 2025

FOMO Run Amok? Resolve of Firms Chasing AI Dreams Tested by Sky-High Costs (Law.com)

Microsoft forecasts that it will invest $80 billion this fiscal year to build AI-enabled data centers—a spending spree that ups the pressure on tech companies of all sizes to make the right call on how much money they should deploy into the fast-rising technology. Analysts say that as the owner of the world’s second-largest cloud computing platform, Azure, Microsoft is well-positioned to translate AI investments into revenue. But even as the current AI investment boom yields winners, it also will produce losers, Goodwin said to Law.com. “The question now is which investments will deliver lasting value, and which ones may fade as AI hype moderates. Investments tied to improving core processes—such as supply chain optimization, predictive analytics and research, forms processing, and customer experience/journey applications—are more likely to endure because they address ongoing challenges that directly impact profitability.”