Microsoft is closing in on its all-time highs, as Azure growth opportunity has returned front and center amid reports of aggressive data center expansion plans. MSFT could triple compute capacity to 38 GW by 2032, signaling strong long-term demand expectations and a positive shift in management's posture on compute demand. Azure revenue surpassed $100 billion annualized on new disclosures. Copilot utilization is also stabilizing, supporting further monetization and platform scaling.
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