Microsoft Predicted to Surpass Alphabet and Amazon in Value by 2030

Microsoft's enterprise-focused AI strategy is providing significant resilience, with a substantial contracted backlog that could elevate its market capitalization above Alphabet and Amazon by 2030.

Artificial intelligence (AI) has emerged as a transformative force, reshaping businesses and daily life globally. While Alphabet and Amazon are seen as key beneficiaries, they remain heavily exposed to consumer-driven segments.

Microsoft, however, operates with an enterprise-centric model based on seat-based subscriptions and long-term contracts, offering stronger visibility compared to its peers reliant on cyclical consumer markets.

The company's AI strategy integrates features across its portfolio, engaging over 800 million monthly active users. Copilot, a rapidly growing product, is used by over 70% of Fortune 500 companies, with potential for expanded usage.

Cloud computing adoption is a significant growth catalyst, with Azure as the second-largest cloud infrastructure player globally. Microsoft's expansion in data centers prepares it for rising AI demand.

Positioned as the operating system for enterprise AI, Microsoft boasts a contracted backlog of $368 billion by fiscal 2025, ensuring high revenue visibility in the coming years.