I made an additional investment in Microsoft (MSFT) following its strategic acquisition of Osmos, an agentic AI data engineering platform. This move strengthens Microsoft Fabric by streamlining complex data workflows and converting raw data into analytics- and AI-ready assets within OneLake. The acquisition aligns with Microsoft’s long-term vision to unify data, analytics, and AI on a single secure platform, enhancing customer stickiness and enterprise adoption. I see this as a strong reinforcement of Microsoft’s AI ecosystem moat, supporting sustainable growth and long-term value creation.
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- extractoi·01-09 04:44Solid move! Microsoft's AI ecosystem just got stronger with that acquisition. [强]LikeReport