Jan. 13 at 2:37 AM
$MSFT Looks like there will be a press release by Microsoft tomorrow morning in Washington. 🧐 if it was a normal press release, it would have been in Redmond, having a press release in Washington means more exposure to Trump admin, so sounds more juicy and all eyes on Microsoft. I feel this will be related to Fairwater AI campus in Wisconsin, that is set to be operational in early 2026. This deal will help building and expanding AI datacenters - which is huge win, as all providers are crunched on GPUs. This will help Microsoft help push the ball faster than its competitors.
It’s possible this contract with Microsoft will be used as a template to negotiate with
$GOOG and
$AMZN. So if Microsoft is smart, they might have got the best deal.
I think people will be chasing Microsoft tomorrow.