Microsoft Archives - Vista Partners LLC

‘Superhuman AI’ at Microsoft: What Mustafa Suleyman’s Bold Claim Really Means for Investors -( $MSFT $SPY )

by Vista Partners LLC 22 hours ago 162Views 0Likes

Mustafa Suleyman reportedly says artificial intelligence is already superhuman, which is the sort of line that used to belong in science fiction and now lands somewhere between an earnings call remark and a lifestyle choice. Coming from the man running Microsoft’s (MSFT)…

Microsoft Bets Big on India’s AI Future — and the Cloud Just Got Hotter Than Delhi in May -( $MSFT $DIA )

by Vista Partners LLC 5 days ago 263Views 0Likes

Microsoft’s latest investment wave is rolling eastward — and this time, it’s not the Nordics reaping the cloud bounty but India, now the company’s fastest-growing market outside the United States. The tech giant is earmarking $17.5 billion to expand data centers, AI…

AI Boom Drives Record Double-Digit Jump in Global IT Spending In 2025 -( $AMZN $GOOG $META $MSFT $NVDA $WMT )

by Vista Partners LLC November 29, 2025 250Views 0Likes

Global IT spending is on track to jump about 11% in 2025, driven by a corporate AI binge that has turned data centers into gold mines and turned every software vendor into a “generative AI” shop, according to Gartner and IDC forecasts…

Nvidia CEO Jensen Huang Slams ‘AI Bubble’ Fears as Demand Soars for Chips -( $NVDA $META $MSFT $AMZN )

by Vista Partners LLC November 20, 2025 353Views 0Likes

Nvidia (NVDA) CEO Jensen Huang has delivered a masterclass in corporate optimism, dismissing AI bubble fears with the kind of swagger usually reserved for Silicon Valley’s most confident CEOs. In a recent earnings call that sent shares soaring yesterday after the close,…

Three Mile Island Returns: Why Nuclear Energy Is Back in the S&P 500 Spotlight -( $CEG $OKLO $MSFT $SPY )

by Vista Partners LLC November 20, 2025 583Views 0Likes

Constellation Energy (CEG $357.48, +59.80% YTD), the $40 billion titan of electrons whose stock has been radiating in the S&P 500 like a newly uncorked isotope, just pocketed a $1 billion federal loan courtesy of the Trump administration’s Energy Dominance Financing program.…

Claude Shakes Up Cloud Wars: Anthropic’s Epic $30 Billion Microsoft Deal -( $MSFT $NVDA $DIA )

by Vista Partners LLC November 18, 2025 267Views 0Likes

Anthropic, the AI shop best known for giving ChatGPT’s Claude a run for its money, has announced a jaw-dropping, spreadsheet-busting $30 billion commitment to Microsoft’s Azure cloud platform—a sum large enough to make even the most seasoned CFO reach for a calculator…

Steve Ballmer’s Intuit Dome Unveiled: $2 Billion HQ Redefines Sports Arenas and Corporate Campuses -( $INTU $MSFT $SPY )

by Vista Partners LLC November 18, 2025 379Views 0Likes

Intuit’s (INTU) latest splash isn’t in fintech, but in construction—where the budget now garners more buzz than its balance sheet. Yes, the $2 billion figure making headlines isn’t another buyback authorization or a Silicon Valley campus remodel: It’s the sticker price for…

Anthropic’s $50 Billion U.S. Data Center Bet: When AI Ambitions Meet Texas-Sized Infrastructure -( $MSFT $GOOG $NVDA $META )

by Vista Partners LLC November 12, 2025 639Views 0Likes

In a move that could make even the most seasoned tech titans spill their morning espresso, AI startup Anthropic has announced plans to invest a head-turning $50 billion on custom-built data centers across the U.S.—with Texas and New York headlining this digital…

The $18 Billion Oracle AI Bet: Data Centers, Bank Syndicates, and the Future of Cloud Computing -( $ORCL $GS $MUFG $AMZN $GOOG $MSFT )

by Vista Partners LLC November 7, 2025 554Views 0Likes

A consortium of 20 major banks has just written an $18 billion check—no, that’s not a misprint—to help underwrite Oracle’s (ORCL) latest ambition: a sprawling data center campus in New Mexico that promises to give even the most jaded AI skeptic a…

Microsoft’s $9.7 Billion AI Cloud Deal: How Bitcoin Miners Became Data Center Superstars -( $MSFT $IREN $BTC $DELL $NVDA )

by Vista Partners LLC November 4, 2025 248Views 0Likes

Microsoft’s (MSFT) blockbuster $9.7 billion, five-year deal with Aussie firm IREN offers a masterclass in how to turn crypto winters into a sunny forecast for AI—and yes, it’s billions, not millions, even though Wall Street still double-checks its calculators at the…

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