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Lambda, Microsoft agree to multibillion-dollar AI infrastructure deal with Nvidia chips

1. Lambda signed a multibillion-dollar deal with Microsoft for AI infrastructure. 2. The partnership enhances Microsoft's AI capabilities amid rising consumer demand. 3. Lambda has a long-standing relationship with Microsoft since 2018. 4. They plan to expand their data center infrastructure significantly. 5. AI services like ChatGPT are driving a surge in technology demand.

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FAQ

Why Bullish?

The multibillion-dollar deal strengthens Microsoft's position in AI, potentially boosting revenue and stock price, similar to past partnerships that have resulted in increased market share.

How important is it?

The deal showcases Microsoft’s commitment to AI, potentially attracting investors and positively impacting its market valuation.

Why Long Term?

This investment in AI infrastructure signals sustained growth and profitability in AI, aligning with industry trends towards digital transformation and AI integration.

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