Microsoft (NasdaqGS:MSFT) plans to invest over US$10b in cloud and AI infrastructure across Gulf countries by 2030. The program targets new subsea and terrestrial connectivity plus data center capacity aimed at regional digital resilience. Management is partnering with Middle Eastern AI organizations to build local capabilities on top of Microsoft's cloud platforms. This large Gulf cloud and AI build out is only one piece of what is changing around Microsoft today. Take a look at 1 warning sign we have identified for Microsoft. Microsoft is far from the only large tech group leaning into this buildout, so it is worth comparing exposure across 87 AI infrastructure stocks.
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