$MSFT president says data cent

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$MSFT president says data centers will be responsible for the 10% of the global increase in electricity in the next decade. Jensen Huan said new data centers will take as many as 1 million GPUs. $AMD and $NVDA will supply; $MSFT, $AMZN, $GOOG, $META will buy. Want to outperform in the next decade? Own all six of them.

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