Microsoft (MSFT, Financial) takes center stage with the Agentic AI surge, as highlighted by Morgan Stanley as the phenomenon gets momentum. Based on insights from the most recent Chief Information Officer poll, Microsoft's ongoing supremacy in the tech industry—especially given corporate software spending is expected to increase—is clear.
According to the poll, CIOs predict software spending rising by 30 basis points annually to reach 3.8% in 2025. With forecasted growth estimates for Microsoft reaching 6.5%—an increase of 1.5% from the last survey—the business stands as a top benefactor. With handling of 54% of application workloads, Azure is still the favored public cloud platform.
Over the next three years, CIOs see this supremacy continuing. Concurrently, 41% of survey participants want to give Azure OpenAI services and GitHub Copilot top priority, therefore confirming Microsoft's leadership in artificial intelligence. Reflecting Microsoft's edge in a fast-changing tech scene, Morgan Stanley trusts MSFT's future.
