I added to my position in Microsoft (NASDAQ: MSFT) following its strategic acquisition of Osmos, an agentic AI data engineering platform. Osmos streamlines complex data workflows by converting raw data into analytics- and AI-ready assets within Microsoft Fabric’s OneLake, enhancing the platform’s unified data approach. This move reinforces Microsoft’s leadership in cloud data solutions and AI integration, positioning it to capture growing enterprise demand for simplified, secure, and scalable analytics. With this acquisition, Microsoft strengthens its competitive moat, making it an attractive long-term investment in the AI-driven data ecosystem.
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- glimmero·01-09Spot on! Microsoft's acquisition is a game-changer for AI data. Smart buy! [强]LikeReport