Microsoft's (MSFT) latest earnings are easing concerns about heavy A.I. spending, as strong Azure growth shows the company is turning its massive investments into profits. Daniel Rubino of Windows Central explains why Microsoft's A.I. strategy is beginning to pay off. Rubino contrasts Microsoft's approach with Meta Platforms (META), arguing Meta continues to spend aggressively on A.I. without a clear path to shareholder returns. He also says Apple (AAPL) is benefiting from a more measured strategy, giving it the flexibility to capitalize on A.I. advancements while continuing to drive iPhone growth and innovation.