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At the end of September, I reported that I had increased my Microsoft position (i). I remain bullish about it. Currently, several developments are aligning that could prepare the next growth spurt for Azure and Copilot. Maia 300 is particularly important. Microsoft promises about 40% more tokens per megawatt than with leading GPU systems in its future infrastructure. While this sounds technical at first, it addresses one of the biggest bottlenecks of the AI boom: power. If Microsoft extracts 40% more usable AI computing power from the same electrical...
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