Group 1 - Microsoft has lowered its market penetration expectations for its new AI products, known as "intelligent agents," and is no longer pushing customers to quickly adopt these products [2][5] - Multiple business lines within Microsoft have adjusted their sales growth targets for AI products due to unmet sales growth goals in the fiscal year ending in June [2][5] - Enterprise customers have expressed reluctance to pay for AI, citing difficulties in quantifying cost savings from AI in tasks like report writing and concerns over the stability of AI tools in high-stakes scenarios [2][5] Group 2 - AI remains a core growth engine for Microsoft, driven by significant investments from AI companies like OpenAI, which is expected to lease cloud servers worth approximately $15 billion from Microsoft this year [3][6] - The sales performance of Microsoft's AI software, such as the 365Copilot and GitHubCopilot, has contributed to this growth, alongside improved operational efficiency from internal AI tool usage [3][6] - However, traditional enterprises face challenges in increasing spending on advanced AI products, as exemplified by Carlyle Group's feedback on Microsoft's CopilotStudio, which struggled to integrate with other applications [3][6]