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Microsoft faces scrutiny for limited transparency around its AI business
Investors are concerned about how much Microsoft is spending and where that spending is flowing, from capex to its cloud platform.
Wall Street Journal Markets reports that Microsoft is leaving investors with limited visibility into how its AI initiatives are progressing and how that effort is affecting key parts of its business.
The outlet points to a broad lack of transparency across areas that investors typically track, including capital spending and Microsofts flagship cloud platform tied to AI.
According to the report, Microsoft stands out among peers for not providing enough disclosure to help investors gauge performance and direction for its AI businesses.