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Microsoft (MSFT) has long been viewed as one of the market’s steadier mega-cap growth names, thanks to its reach across software, cloud computing, and enterprise technology. But even a company as dominant as Microsoft is not immune to the pressure of shifting geopolitics, changing regulations, and the need to constantly fine-tune where it deploys capital and people.
That tension is now coming into focus in China, where Microsoft is reportedly cutting hundreds of jobs from its Azure cloud unit. The move comes when data and regulatory issues become more complicated between Washington and Beijing, even as Azure continues to post strong growth and Microsoft keeps expanding its global cloud footprint.
