This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could have another lever to extend Azure growth even after its recent acceleration, with BNP Paribas arguing that higher pricing may gradually boost cloud revenue as customer contracts renew. The firm also sees a possible SpaceX (NASDAQ:SPCX) cloud-computing deal as a future catalyst, giving investors two additional ways Microsoft could strengthen an already powerful AI infrastructure story. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.
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