Fmr. MSFT Exec.: Buyouts Is a Harbinger of AI Future

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."