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    Microsoft Weekend Patch and $650B AI Capex: Security and Growth in Focus

    Microsoft’s weekend hotpatch and the company’s full-court press on AI investment together sketch a clear strategic thesis — but they also expose a set of operational and market risks that investors and IT teams must weigh carefully. On the one hand, Microsoft moved quickly in mid‑March 2026 to...
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    • ai infrastructure enterprise it hyperscaler capex microsoft security
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    • Forum: Windows News
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