Microsoft (NasdaqGS:MSFT) and Lumen Technologies expanded their co-selling agreement to focus on AI-ready cloud networking for enterprises. The collaboration targets large organizations running distributed AI workloads on Microsoft Azure with integrated connectivity, security, and data services. Lumen plans to align its network and security offerings with Azure to support unified governance for enterprise AI agents and applications. The expanded Microsoft and Lumen AI networking push is important, but it should not dominate your investment view on Microsoft. Check out 2 warning signs (1 major) that Microsoft investors should know about. Microsoft is only one large player exposed to this surge in AI infrastructure spending.
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