Analyst says this company can see near-term AI returns

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The tech sector is in focus as leading AI company Nvidia (NVDA) prepares to report earnings on Wednesday. With expectations around AI growing throughout the ...

) prepares to report earnings on Wednesday. With expectations around AI growing throughout the tech sector, investors are eager to see when companies will begin to see returns on their investments.

However, those are more 2 to 3 year stories and be on rather than something where we can see direct A I monetization in the next year. And really the back half of their Fy 25 they need to show us that acceleration that what can A I growth look like in that Azure line, once they don't have capacity constraints, once they have enough data centers, once they have enough uh GP U et cetera.We see hints of this right now, but a lot of the revenue that Microsoft is seeing on the A I side is by using the OPEN A I API.

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