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Barchart
Barchart
Yiannis Zourmpanos

Is Microsoft’s Data Center Slowdown a Strong ‘Sell’ Signal for This Data Center Stock?

Microsoft SMCI Super Micro Computer Super Micro

Microsoft (MSFT) appears to be stepping back on multiple data center projects worldwide — including in the U.S., U.K., and Australia — raising new doubts about the speed of artificial intelligence (AI) infrastructure development. Although Microsoft maintains it will invest $80 billion in capital expenditures in the current year, the change has raised investor concerns nonetheless.

One firm squarely in the crosshairs is Super Micro Computer (SMCI), a top AI server vendor whose growth narrative is tightly linked with the capital expenditure of the hyperscalers. With data center demand flagging, the question lingers: Is SMCI’s parabolic run ahead of itself?

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