Microsoft is approaching its all-time stock price highs driven by strong growth in its Azure cloud platform and plans to aggressively expand data center capacity. The company could triple its compute capacity to 38 gigawatts by 2032, indicating strong long-term demand. Azure revenue recently surpassed $100 billion annually, and usage of its Copilot AI tool is stabilizing, supporting further monetization. Despite some near-term uncertainty around compute buildout and free cash flow margins, the outlook remains positive, with a Buy rating maintained due to favorable risk-reward dynamics.
Microsoft shares are trading at USD 505.24 on Pluang as of Sep 14, 2026 22:42 WIB, up 1.94% for the day. The stock remains below its 52-week high of USD 542.07 but well above the low of USD 352.83. Market capitalization stands at $3.68 trillion, reflecting its significant presence in the technology sector.
Microsoft CEO Satya Nadella emphasized the need for stronger safety measures in AI development, advocating for an 'emergency brake' that allows authorized users to pause or shut down AI models mid-task. He highlighted the importance of transparency b...
Microsoft CEO Satya Nadella called for advanced AI systems to include containment measures, independent controls, and an emergency brake to pause or shut down AI models mid-task. This comes amid growing concerns from tech leaders about AI safety and ...
Nvidia's GPUs are in high demand as AI labs and businesses seek powerful processors, leading to a surge in neocloud providers renting these chips. Over 300 neoclouds now offer GPU rentals, growing 55% in less than a year, complementing major cloud pr...
Microsoft's Azure cloud service grew 43%, but the company's planned $115.9 billion capital expenditure for fiscal year 2026 highlights the growing importance of AI infrastructure economics. The shift toward hybrid intelligence may move AI inference t...
Amazon announced it will stop using non-disclosure agreements (NDAs) when negotiating data center deals with local governments. This move follows Microsoft’s similar decision earlier this year and responds to community opposition against AI infrastru...
