SoftBank's Massive Data Center Project Attracts Tech Giants
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 27 2026
0mins
Should l Buy MSFT?
Source: Yahoo Finance
- Massive Scale: SoftBank's data center project in Ohio is projected to reach 10 gigawatts and involve up to $500 billion in total investment, significantly enhancing its competitive position in the data infrastructure market.
- Innovative Shared Model: The project utilizes a shared model where SoftBank builds the infrastructure and power, while leasing companies bring their own systems and chips, allowing for cost-sharing and rapid market responsiveness.
- Surging AI Workloads: With the explosive growth of AI workloads, tech giants like Google, Microsoft, and Nvidia are scrambling to secure computing capacity, highlighting the urgent demand for data center resources and the strategic importance of this project.
- Diverse Industry Participation: In addition to Google and Microsoft, companies like Meta and OpenAI are also eyeing the project, indicating that data center capacity is becoming as crucial as the technology itself, reflecting the industry's high stakes in computing resources.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 415.120
Low
500.00
Averages
631.36
High
678.00
Current: 415.120
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company. The Company develops and supports software, services, devices, and solutions. The Company’s segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services. This segment primarily comprises: Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub; and Enterprise Services, including enterprise support services, industry solutions and Nuance professional services. The More Personal Computing segment primarily comprises Windows, Devices, Gaming, and search and news advertising.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Negotiation Breakdown: The parties requested the Kenyan government to commit to annual payments for a certain capacity, but talks broke down when the government could not meet Microsoft's demands, potentially impacting Microsoft's market expansion in the region.
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See More
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See More
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See More
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