Microsoft is planning a major expansion of its global data centre capacity to meet rising AI and cloud demand. While its backlog and valuation metrics support the investment case, investors are watching whether heavy infrastructure spending can translate into durable revenue and returns.
Microsoft is planning a major expansion of its global data centre capacity to meet rising AI and cloud demand. While its backlog and valuation metrics support the investment case, investors are watching whether heavy infrastructure spending can translate into durable revenue and returns.
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