Why Microsoft is going all-in on AI

Microsoft is betting on artificial intelligence (AI) with the creation at the end of September of a new AI and Research Group. This newly formed group brings together Microsoft's research organization and more than 5,000 computer scientists and engineers focused on AI and is now the fourth major division in the company, on par with the Windows, Office and Cloud divisions. Harnessing AI through agents such as Cortana, the company's digital personal assistant Infusing AI into Skype, Office 365 and every other Microsoft application Making cognitive capabilities such as vision and speech and machine analytics available to external developers Using Azure to build a powerful AI supercomputer in the cloud to provide "AI as a Service" Using Azure to build a powerful AI supercomputer in the cloud to provide "AI as a Service" When Microsoft talks of "infusing" every application with AI, it's reminiscent of the famous "Internet Tidal Wave" email Bill Gates sent to all staff in 1995. In it, Gates outlined his desire to focus the company's efforts on the internet with immediate effect and told them to "assign the internet the highest level of importance" in everything that they did henceforth. Is the creation of the AI and research group effectively a "tidal wave" message?