Microsoft Lowers A.I. Software Growth Targets ⇥ arstechnica.com

Benj Edwards, Ars Technica:

Microsoft has lowered sales growth targets for its AI agent products after many salespeople missed their quotas in the fiscal year ending in June, according to a report Wednesday from The Information. The adjustment is reportedly unusual for Microsoft, and it comes after the company missed a number of ambitious sales goals for its AI offerings.

Based on Edwards’ summary — I still have no interest in paying for the Information — it sounds like this mostly affects sales of A.I. “agents”, a riskier technology proposition for businesses. This sounds to me like more concrete evidence of a plateau in corporate interest than the surveys reported on by the Economist.