Here is a number you can actually cite. Microsoft's 10-Q for the quarter ended December 31, 2022 (filed January 24, 2023) states that it acquired Nuance "for a total purchase price of $18.8 billion, consisting primarily of cash," and describes Nuance as "a cloud and artificial intelligence" software provider. EdgarBeast surfaced the disclosure.
The line that mattered is that dollar figure. AI strategy at this scale usually arrives as rhetoric in a 10-K; here it arrives as a balance-sheet event in a 10-Q — a concrete, signed commitment to a company the filing itself labels an AI provider, with a healthcare and enterprise focus.
What the filing does not do is attribute incremental revenue to "AI" as a result of the deal; the disclosure is the purchase price and the description, and I'll hold to exactly that. The figure is the receipt; any AI payoff narrative is, as of this date, still forward-looking.
For investors mapping who is spending real money on AI capability versus who is merely talking about it, an $18.8 billion cash purchase of a named AI software provider is the kind of disclosure that anchors the conversation. The 10-Q on sec.gov is primary; EdgarBeast indexed the Nuance language.