Microsoft Corporation (MSFT)
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Microsoft is collaborating with Nscale to provide 1.35 gigawatts of AI compute capacity for a new data center in West Virginia, which will utilize NVIDIA's next-gen GPUs. This partnership underscores Microsoft's commitment to expanding its AI infrastructure and positions it as a key player in the growing AI market. The focus on AI capabilities could further enhance its competitive edge in the tech landscape.
Latest News
| Title | Published |
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Is Microsoft (MSFT) Still Attractively Priced After Recent AI Optimism And Share Price Gains If you are wondering whether Microsoft at around US$399.95 is priced for opportunity or already reflects the good news, you are asking the right question. The stock is down 2.3% over the last 7 days and 0.3% over the last 30 days, while still showing a 3.7% return over 1 year and longer term gains of 50.4% over 3 years and 76.6% over 5 years. Recent headlines around Microsoft have continued to focus on its role at the center of large technology themes and how that shapes expectations for its... | about 2 hours ago |
This Artificial Intelligence (AI) Stock Has a $19.4 Billion Microsoft Deal, a $3 Billion Meta Deal, and Now a $2 Billion Nvidia Investment -- Is It a Buy for 2026? Nebius Group has emerged as a key player fueling AI infrastructure. | about 5 hours ago |
Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Flagship AI Factory Campus in West Virginia Nscale has signed a letter of intent with Microsoft to provide 1.35 gigawatts of AI compute capacity, setting up the West Virginia Monarch AI campus as a global flagship deployment of NVIDIA's next-generation Vera Rubin GPUs as Vera Rubin NVL72 systems engineered with the NVIDIA Vera Rubin DSX AI Factory reference design. | about 7 hours ago |
Nvidia-Backed Nscale Plans Huge Data Center Cluster in West Virginia Cloud computing startup Nscale has acquired American Intelligence & Power, the owner of a 2,250-acre data center campus in West Virginia, with plans of building up to 8 gigawatts’ worth of computing power there, the company said Monday. Backed by Nvidia, U.K.-based Nscale is one of the largest of the new class of companies known as neo-clouds, which buy thousands of artificial intelligence processors, install them in data center servers, and lease the use of those processors to hyperscalers and AI developers. | about 8 hours ago |
AI Data Centers Are Running Hot. Buy This Stock, Analyst Says. AI Data Centers Are Running Hot. Buy This Stock, Analyst Says. | about 8 hours ago |
AI Data Centers Are Running Hot. Buy This Stock, Analyst Says. Jefferies analyst Stephen Volkmann has reinstated his Buy rating on Eaton stock. His price target is $430 per share. | about 8 hours ago |
NVIDIA and Global Industrial Software Giants Bring Design, Engineering and Manufacturing Into the AI Era NVIDIA and Global Industrial Software Giants Bring Design, Engineering and Manufacturing Into the AI Era | about 8 hours ago |
Is Microsoft (MSFT) Still Attractively Priced After Recent AI Optimism And Share Price Gains
If you are wondering whether Microsoft at around US$399.95 is priced for opportunity or already reflects the good news, you are asking the right question. The stock is down 2.3% over the last 7 days and 0.3% over the last 30 days, while still showing a 3.7% return over 1 year and longer term gains of 50.4% over 3 years and 76.6% over 5 years. Recent headlines around Microsoft have continued to focus on its role at the center of large technology themes and how that shapes expectations for its...
This Artificial Intelligence (AI) Stock Has a $19.4 Billion Microsoft Deal, a $3 Billion Meta Deal, and Now a $2 Billion Nvidia Investment -- Is It a Buy for 2026?
Nebius Group has emerged as a key player fueling AI infrastructure.
Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Flagship AI Factory Campus in West Virginia
Nscale has signed a letter of intent with Microsoft to provide 1.35 gigawatts of AI compute capacity, setting up the West Virginia Monarch AI campus as a global flagship deployment of NVIDIA's next-generation Vera Rubin GPUs as Vera Rubin NVL72 systems engineered with the NVIDIA Vera Rubin DSX AI Factory reference design.
Nvidia-Backed Nscale Plans Huge Data Center Cluster in West Virginia
Cloud computing startup Nscale has acquired American Intelligence & Power, the owner of a 2,250-acre data center campus in West Virginia, with plans of building up to 8 gigawatts’ worth of computing power there, the company said Monday. Backed by Nvidia, U.K.-based Nscale is one of the largest of the new class of companies known as neo-clouds, which buy thousands of artificial intelligence processors, install them in data center servers, and lease the use of those processors to hyperscalers and AI developers.
AI Data Centers Are Running Hot. Buy This Stock, Analyst Says.
AI Data Centers Are Running Hot. Buy This Stock, Analyst Says.
AI Data Centers Are Running Hot. Buy This Stock, Analyst Says.
Jefferies analyst Stephen Volkmann has reinstated his Buy rating on Eaton stock. His price target is $430 per share.
NVIDIA and Global Industrial Software Giants Bring Design, Engineering and Manufacturing Into the AI Era
NVIDIA and Global Industrial Software Giants Bring Design, Engineering and Manufacturing Into the AI Era