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Microsoft's AI data center push: Growth engine or capex trap?

Microsoft MSFT continues to double down on AI infrastructure, most recently announcing its intent to purchase approximately 3 ...
BNP Paribas analyst Stefan Slowinski said Microsoft Corp MSFT faces a complex setup in its fiscal third-quarter results, ...
Microsoft’s new Azure database savings plans promise more flexible, cross-service cost reductions than traditional reservations, giving IT teams another lever to manage rising cloud database spend ...