Morgan Stanley expects Microsoft's installed data center footprint to grow from about 5 gigawatts in fiscal 2024 to nearly 20 gigawatts by fiscal 2028.
Microsoft's AI infrastructure supports products across Microsoft 365, Dynamics 365, and LinkedIn, providing multiple revenue pathways beyond Azure.
Morgan Stanley believes the market may be underestimating whether Microsoft's heavy AI spending will eventually produce sufficient growth to justify the investment.
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