Microsoft and other hyperscalers are set for a big windfall if this new report is true.
One of the biggest constraints facing Big Tech right now revolves almost entirely around U.S. economic policy. The Trump administration's often arbitrary application of tariffs on foreign goods has wrought havoc across various industries, pushing up prices for U.S. consumers while wiping out hundreds of thousands of jobs. Amazon alone is cutting 16,000 positions as of January, and Microsoft laid off over 10,000 throughout last year.
