Microsoft (NasdaqGS:MSFT) agreed a 1,100 MW, 20 year power supply deal with NiSource to serve its expanding AI data centers. The UK Competition and Markets Authority is preparing to label parts of Microsoft's business software as having strategic market status. Microsoft, Apple and Palantir are preparing for potential new US Congressional oversight and hearings on their partnerships and operations. Beyond the NiSource power agreement, UK market status review and potential hearings, Microsoft has other long term storylines to assess. Check out 1 warning sign that Microsoft investors should know about. Zooming out from Microsoft, the broader build out of AI data and power infrastructure is pulling a wider group of stocks into focus.
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