Nomura: Microsoft's (MSFT.US) leadership in generative AI is "clear", with continued strong intentions for spending on Azure and M365.

According to the Securities Times APP, Morgan Stanley released a research report on Thursday stating that Microsoft (MSFT.US) has a "very clear" leadership position in the field of generative artificial intelligence (GenAI), citing strong demand trends for Microsoft 365, Copilot, and Azure cloud services as evidence.