Data Center View_ Still cautious, but context matters
2025-02-28 05:14
Equity Research 24 February 2025 Data Center View Still cautious, but context matters We remain more conservative than most on DC growth – but there are nuances to our perspective. MSFT's own commentary, more so than purported lease cancellations, is reason to be cautious on the AI ecosystem, in our view. Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of ...