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A confirmed cloud-customer win in industrial sector could strengthen MSFT's Azure growth narrative; however, lack of terms tempers potential upside.
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ArcelorMittal said it is expanding its collaboration with Microsoft as part of its 'Cloud First, Data Centric' strategy, with Azure designated as the primary cloud. The move reinforces MSFT's exposure to industrial customers and could broaden Azure's enterprise-adoption tailwinds, potentially supporting sustained cloud-services revenue growth beyond traditional software licensing.
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