Microsoft Just Walked Away From a Huge AI Deal

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This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) has decided not to expand a major AI computing agreement with UK startup Nscale, walking away from an option that could have been worth tens of billions of dollars. The decision affects additional capacity at a Texas data center where Microsoft already has a contract with Nscale. Importantly, the existing agreement remains in place. Microsoft's decision not to exercise the expansion option was made several months ago, before Nscale filed for an IPO in September. Warning! GuruFocus has detected 5 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.