🐺 Microsoft’s AI Supercluster Could Spark a Cloud Bull Run

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Before we dive in, here’s what stood out today: Microsoft’s datacenter expansion highlights the global compute shortage, China’s chip buying spree keeps accelerating, and Amazon’s chart is flashing strength ahead of earnings.

Microsoft Datacenter is Bullish for Cloud

$MSFT ( ▼ 0.47% ) Microsoft unveiled a new AI supercomputing cluster powered by $NVDA ( ▲ 1.83% )  GB300s with over 4,600 GPUs, using next-gen InfiniBand networking. The move displays a growing datacenter crunch… there simply isn’t enough power, land, or chips to meet AI demand.

That shortage is bullish for AWS, Google Cloud, and Azure, which can charge more for every incremental unit of compute. It also spills over into tokenized asset platforms, where real-world assets and digital infrastructure are converging. One emerging player, Jarsy, tokenizes private-company equity and opens pre-IPO access to retail investors… bridging traditional finance and blockchain rails. Download their app here.

China’s $49B Chip Tool Binge

Despite U.S. export restrictions, China imported a record $49 billion worth of chipmaking equipment over the past year. Semiconductor firms are using regional subsidiaries and trade intermediaries to keep sourcing critical tools.

It’s clear Beijing is accelerating its path to semiconductor independence… and the chip race is only intensifying.

Amazon Charts… A Bullish Setup

$AMZN had been pushing back toward the 20MA and 50MA, with a reclaim seen as very bullish — and today it did just that, closing strong into the session.

Beyond the chart, investors are eyeing AWS’s next earnings report, where a potential reacceleration beyond the recent 17% growth rate could kick off Amazon’s next major leg into year-end.

Thanks for reading! Check out more content like this over on my X account.

Have a profitable rest of the week!

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