Yes, Microsoft has invested heavily in AI, particularly through Azure, Copilot, data centres, and its broader AI ecosystem.

Tesla may also benefit from AI through autonomous driving and robotics, but I would not treat it as a straightforward AI investment because its valuation and execution risks are quite different.

Rather than choosing a company simply because it is associated with AI, I would focus on businesses that already have strong AI-related revenue, sustainable cash flow, and a durable competitive advantage. That could include major cloud providers, semiconductor companies, and enterprise software firms. For most investors, a diversified technology or AI-focused fund may be less risky than betting heavily on one or two individual companies.