Microsoft is taking a systematic and multifaceted approach to expanding its artificial intelligence (AI) businesses, which I believe will prove to be very effective over the longer term. The company is creating a web of partnerships and large deals, building the infrastructure needed to expand its AI offerings in many markets over the next one to three years. With many sizeable companies looking to expand their use of AI to become more efficient and analyze data more effectively, Microsoft is likely to make a large number of other similar, very lucrative deals going forward. I predict the firm will add other AI services and continue to meaningfully increase the revenue that it obtains from many of its other offerings in the medium- to long-term.

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