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PanicV2 t1_j0rdg3a wrote

The value to MSFT isn't the short term cash. They have plenty of cash.

  • Being the platform that can deliver these volumes on short notice.
  • Proving themselves to be the go-to in AI.
  • Having a leg up on anything integrating with these services

That is the value to MSFT, and it is huge. I generally dislike MSFT historically, but this is a home run for them.

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