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Two Blokes Tue at 9:00 PM -
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Microsoft is set for continued data center growth driven by AI and cloud services demand. Management reassured the market by signaling growth in capital investments through eFY26. AI agent adoption is beginning to show signs of growth with the market for AI agents expected to increase at a 45.8% CAGR through 2030. Microsoft may also realize growth in its integrated IT/OT offering as manufacturing reshoring occurs.
