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    Microsoft Bets Big on Third-Party GPUs to Power Azure AI Growth

    Microsoft’s decision to lease billions in third‑party GPUs rather than wait for its own silicon to arrive is a deliberate, high‑stakes move to keep Azure at the center of the AI economy—even if it means compressing near‑term cloud margins and increasing capital intensity across the balance...
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    • Forum: Windows News
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    Microsoft Azure Growth Boosts Stock Rating to Overweight at $630 Target

    Microsoft's Azure cloud platform has experienced remarkable growth, prompting KeyBanc Capital Markets to upgrade the company's stock rating to "Overweight" with a price target of $630. This decision underscores the pivotal role Azure plays in Microsoft's overall financial health and strategic...
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    • Forum: Windows News
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    Microsoft Hits $4 Trillion Market Cap Driven by Cloud and AI Growth

    Microsoft's recent fiscal fourth-quarter earnings report has propelled the company toward a historic $4 trillion market capitalization, underscoring its robust financial health and strategic positioning in the technology sector. The company's stock experienced a significant surge, climbing over...
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    • Forum: Windows News
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