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Nscale inks massive AI infrastructure deal with Microsoft

1. Nscale signed a deal with Microsoft for 200,000 Nvidia GPUs. 2. 104,000 GPUs will be deployed in Texas over 12 to 18 months. 3. The deal expands Microsoft's AI infrastructure capabilities significantly. 4. Nscale's GPU deployment strategy is ambitious, aiming for an IPO by 2025. 5. Nscale's growth signifies enhanced competition and collaboration in the AI sector.

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FAQ

Why Bullish?

The deal strengthens Microsoft's AI infrastructure positioning, similar to past AI partnerships boosting shares.

How important is it?

The strategic partnership with Nscale enhances MSFT's AI capabilities, crucial for future competitive advantage.

Why Long Term?

Infrastructure developments like this typically yield returns over several years, enhancing MSFT's long-term growth potential.

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