{"id":36658,"date":"2025-07-25T15:56:26","date_gmt":"2025-07-25T15:56:26","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/36658\/"},"modified":"2025-07-25T15:56:26","modified_gmt":"2025-07-25T15:56:26","slug":"microsoft-could-hit-4-trillion-soon-as-ai-and-cloud-spending-reach-new-heights","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/36658\/","title":{"rendered":"Microsoft Could Hit $4 Trillion Soon as AI and Cloud Spending Reach New Heights"},"content":{"rendered":"\n<p class=\"yf-1090901\">July 25 &#8211; Microsoft (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/MSFT\" data-ylk=\"slk:NASDAQ:MSFT;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:MSFT<\/a>) gears up for its Q4 earnings on July 30, and expectations are soaring. Wedbush analyst Dan Ives <a href=\"https:\/\/www.benzinga.com\/markets\/equities\/25\/07\/46627073\/dan-ives-calls-microsoft-scottie-scheffler-of-software-ahead-of-earnings-says-satya-nadella-led-cloud-giant-is-firing-on-all-cylinders-in-ai-boom\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:says;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">says <\/a>the tech giant is firing on all cylinders, likening it to golf world No.1 Scottie Scheffler, a nod to consistency and dominance.<\/p>\n<p class=\"yf-1090901\">The buzz surrounds Microsoft&#8217;s cloud momentum and aggressive AI strategy. Over the past year, Microsoft has invested heavily in data center expansion, earmarking $80 billion in capital spending for fiscal 2025. Analysts believe this will fuel long-term AI growth, potentially unlocking $25 billion in additional revenue by 2026.<\/p>\n<p class=\"yf-1090901\">Despite recent layoffs that drew political criticism, Microsoft continues to double down on talent. It recently hired around two dozen employees from Alphabet&#8217;s (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/GOOGL\" data-ylk=\"slk:NASDAQ:GOOGL;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:GOOGL<\/a>) DeepMind unit, reinforcing its leadership in the enterprise AI race.<\/p>\n<p class=\"yf-1090901\">Ives expects more than 70% of Microsoft&#8217;s user base to adopt AI features in the next three years and sees its valuation hitting $4 trillion this summer, with room to reach $5 trillion by 2026, joining NVIDIA (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:NVDA<\/a>) in elite territory.<\/p>\n<p>       <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Microsoft Could Hit $4 Trillion Soon as AI and Cloud Spending Reach New Heights\" loading=\"eager\" height=\"368\" width=\"960\" class=\"yf-1gfnohs loader\"\/> Microsoft Could Hit $4 Trillion Soon as AI and Cloud Spending Reach New Heights      <\/p>\n<p class=\"yf-1090901\">Based on the one year price targets offered by 50 analysts, the average target price for Microsoft Corp is $540.05 with a high estimate of $650.00 and a low estimate of $423.00. The average target implies a upside of +5.71% from the current price of $510.88.<\/p>\n<p class=\"yf-1090901\">Based on GuruFocus estimates, the estimated GF Value for Microsoft Corp in one year is $511.57, suggesting a upside of +0.14% from the current price of $510.88.<\/p>\n<p class=\"yf-1090901\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3005157\/microsoft-could-hit-4-trillion-soon-as-ai-and-cloud-spending-reach-new-heights?r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"July 25 &#8211; Microsoft (NASDAQ:MSFT) gears up for its Q4 earnings on July 30, and expectations are soaring.&hellip;\n","protected":false},"author":2,"featured_media":36659,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,29944,1281,5758,74],"class_list":{"0":"post-36658","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-dan-ives","12":"tag-microsoft","13":"tag-scottie-scheffler","14":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/36658","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=36658"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/36658\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/36659"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=36658"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=36658"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=36658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}