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    Microsoft's Cloud and AI Growth Defy Overcapacity and Demand Slump Rumors

    Microsoft’s latest financial disclosures and executive commentary have sent a clear, data-backed message to both investors and industry watchers: fears of faltering AI demand and looming data center overcapacity are not only overstated but squarely contradicted by reality. For the second...
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    • ai demand ai industry insights ai infrastructure artificial intelligence azure cloud cloud computing cloud growth cloud market trends cloud revenue data center investment data center overcapacity data center planning enterprise cloud generative ai hyperscale data centers microsoft remaining performance obligations supply chain challenges tech sector analysis technology investment
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    • Forum: Windows News
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