Microsoft Sits At The Center Of The AI Supercycle, Analyst Says

Data Center Expansion To Meet AI DemandThe site, adjacent to Oracle and OpenAI's Stargate campus, was secured from developer Crusoe after earlier negotiations with Oracle and OpenAI collapsed over financing issues and shifting requirements, Bloomberg reported on Monday.The deal reflects Microsoft's accelerating push to expand AI and cloud infrastructure. The company committed about $50 billion in new data center leases last quarter, reversing a slowdown in projects seen a year earlier.Analyst Sees Strong Gr ...