I made an additional investment in Microsoft following its acquisition of Osmos, an agentic AI data engineering platform that strengthens Microsoft Fabric’s core value proposition. Osmos simplifies complex, time-consuming data workflows by converting raw data into analytics- and AI-ready assets within OneLake. This move reinforces Microsoft’s strategy to offer enterprises a unified, secure platform for data and analytics. As AI adoption accelerates, tighter integration between data infrastructure and AI capabilities enhances Microsoft’s competitive moat and long-term monetization potential, supporting sustained growth and earnings visibility.
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