$Microsoft(MSFT)$ MSFT needs to provide clarity on their directional change regarding building out data center capacity and how they plan to benefit from the change in direction. For multi-quarters, we’ve been told that processing demand exceeded capacity and now, they’re pulling out of agreements that would aid in providing the capacity. This leads one to question if the demand was truly there or did they severely miscalculate future demand

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  • YueShan
    ·04-20
    Good⭐⭐⭐
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