Microsoft Is Defying AI Gravity (NASDAQ:MSFT)

· seekingalpha.com

Microsoft plans to expand data-center capacity from roughly 12GW to over 38GW by 2032 despite infrastructure constraints. Read why MSFT stock is a buy.

Microsoft's ( MSFT ) story is becoming more and more an economics story about AI, not about AI hype. Microsoft almost doubled CapEx but restated its Agents & In...


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