On January 5, 2026, Microsoft announced its acquisition of Osmos, an “agentic AI” data engineering platform, aimed at enhancing Microsoft Fabric’s automation capabilities. This strategic move aligns with industry trends where enterprises are seeking efficient data preparation for analytics and AI. Following the news, Microsoft shares slipped 0.02% to $472.85, with Jefferies maintaining a “Buy” rating and a $675 price target. The integration of Osmos is expected to facilitate the transformation of raw data into actionable insights within Microsoft’s unified data lake, OneLake. Microsoft emphasizes this acquisition as a step toward deploying autonomous AI agents alongside human users. Investors are keen on the impact of Osmos’ technology on Fabric’s adoption, especially among large enterprises using Azure, which recently reported a 40% revenue increase. As the tech landscape shifts, the integration of AI features remains a key driver for Microsoft’s growth and market competitiveness amidst rising industry challenges.
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