During the September 30 episode of Mad Money, Jim Cramer discussed how Microsoft Corporation's (NASDAQ:MSFT) massive artificial intelligence investment is entering a new phase as the company starts turning its data-center buildout into higher revenue. He said concerns over Azure growth, Copilot adoption, and Microsoft's relationship with OpenAI had proved misplaced. This stealth run in Microsoft has been one for the ages. Remember back in June, the stock was at $349, and many people had given up on it? We thought Azure's web services business had slowed down. We were concerned that it was too tied up with OpenAI, causing confusion about what business belonged to whom and how Microsoft is really doing.
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