Microsoft Rents Data Center in Norway for AI Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy MSFT?
Source: seekingalpha
- Data Center Lease: Microsoft is renting a data center in Norway from Nscale, initially intended for OpenAI's Stargate project, indicating a proactive approach in AI infrastructure to meet rising customer demand.
- GPU Rental Agreement: The company will lease 30,000 Nvidia Vera Rubin GPUs at the Nscale Narvik campus, enhancing its AI workload capabilities and demonstrating a strategic focus on advanced technology deployment in the European market.
- Wyoming Expansion: Microsoft plans to purchase approximately 3,200 acres in Wyoming to develop a new data center, further solidifying its presence in the state and expected to generate investment and tax revenue for the local community.
- Sustainability Commitment: The tech giant is committed to minimizing water usage in its data center operations and working with Black Hills Energy to ensure electricity prices remain stable, reflecting its responsibility towards community welfare and sustainable development strategies.
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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: 411.220
Low
500.00
Averages
631.36
High
678.00
Current: 411.220
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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