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Microsoft, Amazon, and Google pour $725B into data centers, mirroring the great railroad and steel expansions.
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Cloud gross margins slide to 66% while capital expenditure reaches 30% of revenue in a capital-intensive transformation.
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An exhaustive analysis of Xbox layoffs, AI commoditization, and the strategic risks Microsoft faces in its pursuit of dominance.
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Strong beat and raised guidance meet rich multiples and heavy reinvestment cash drag.
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