Analysts say, RedMond reaffirms the investment plan 80 billion dollars – Microsoft (Nasdaq: MSFT), advanced analysts (NASDAQ: AMD)
Microsoft Corporation Msft It was subjected to concern about the infrastructure of Amnesty International after the report.
Now, technology analyst Dan Eve Fears refused to be “more smoke than fire”, saying that the long -term Microsoft Investment strategy in the long run is still intact.
What happened: On Friday, the TD Cowen analysts circulated a report stating that Microsoft has canceled rental contracts with at least two private data center operators.
However, on Monday, Microsoft He said CNBC The investment of the 80 billion Amnesty International Infrastructure remains on the right track, saying: “While we may move strategically or control our infrastructure in some areas, we will continue to grow strongly in all regions.”
On the same day, Evis, the head of international technology research at Wedbush, refused to panic, saying: “Microsoft is doing it all the time. They predicted it even in the collective call. This is more smoke than fire.”
He added: “Any sale here, this is the name that increases its life, and nothing here in any way makes us tense.”
Why is this important: The anxiety has been increased in investor surrounding the infrastructure spending from artificial intelligence DibsicLow cost model R1 Floor. According to Deepseek, the model is designed with less than 6 million dollars and outperformed the leading American models, including those in Openai.
Nevertheless, Evis remains upward On microsoft and Nafidia Company NvdaOn the pretext that the demand for artificial intelligence is still strong.
Deepseek causes a decrease in NVIDIA 17 % in one session. Since January 27, NVIDIA shares have increased by 10.02 %, while competitor Advanced small devices AMD 6 % decreased.
The next profit report at NVIDIA is expected to provide more clarity, as IVES expects a 2 billion dollars.
This year, Big Tech increases artificial intelligence investments, with Amazonand DeadAnd microsoft and alphabet Pour 320 billion dollars in Amnesty International InfrastructureIncreasing from $ 246 billion in 2024.
Amazon is driving more than $ 100 billion, while Microsoft and Alphabet each plan is about $ 80 billion, and Meta is connected to more than $ 60 billion.
Price work: Microsoft’s shares closed at $ 404 on Monday, as it decreased by 1.03 % for this day. It decreased from year to year, by 3.48 %, and over the past 12 months, it has decreased by 0.87 %, according to Benzinga Pro.
Compliment image: Dotshock on Shutterstock.com
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