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Microsoft has made a substantial investment, exceeding $60 billion, in a range of "New Cloud" data center enterprises. This strategic move is aimed at addressing the burgeoning demand for AI computing capabilities. As part of a collaborative agreement with Nscale, Microsoft gains access to approximately 200,000 of NVIDIA's cutting-edge GB300 chips, distributed across various locations. Since the onset of October, Microsoft has doubled its spending commitments to "New Cloud" firms. Moreover, on Monday, the tech giant unveiled two fresh investment pledges, cumulatively valued at over $10 billion. It is important to bear in mind that the market is inherently fraught with risks, and thus, investments ought to be approached with prudence. This article is not intended to serve as personalized investment guidance.
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