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This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) shares fell 1.5% Thursday morning as investors weighed the company's decision not to increase its existing data center agreement with AI infrastructure provider Nscale in Texas. The move leaves the current arrangement unchanged but ends the possibility of an expansion that could have added tens of billions of dollars to Nscale's business. Microsoft made the decision several months ago, before Nscale filed for an initial public offering in September, a person familiar with the matter said. Warning! GuruFocus has detected 5 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.MSFT GF Value chart The existing commitment remains substantial.
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