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Sheila Gulati, Founder and Managing Director of Total Capital and former Microsoft Azure executive, discusses how upcoming earnings from Microsoft, Alphabet, and Amazon will reveal whether heavy AI and data-center investments are paying off. She described Azure as a central model “orchestrator” for enterprises, enabling tailored choices among foundation, small, and internal models with a focus on return on investment and productivity gains in Office. She speaks with Scarlet Fu & Kristine Aquino on "The Close." (Source: Bloomberg)
document fetched 2026-10-28 02:51 · canonical https://bloomberg.com/news/videos/2026-10-27/fmr-msft-exec-buyouts-is-a-harbinger-of-ai-future-video