Microsoft Drops as Three-Zone Hyderabad Region Goes Live
Source: GuruFocus.com ·
A fourth Indian cloud region adds sovereign-ready capacity without disclosing site-level megawatts or revenue.
From the source
This article first appeared on GuruFocus . Microsoft ( NASDAQ:MSFT ), the cloud and enterprise-AI giant, opened its new three-zone India South Central cloud region, putting Hyderabad deeper into the company's global AI infrastructure map. Shares traded at $496.905, The bigger story is not another data-center pin on the map. Microsoft is building local computing capacity where Indian banks, conglomerates and digital platforms increasingly want AI performance without sending sensitive workloads outside the country. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. The Hyderabad region is Microsoft's fourth cloud region in India, with Adani Group, Bajaj Finserv, HDFC Bank and PB Pay already participating in trials. The infrastructure is designed to support sovereign-cloud requirements and Indian data residency while using effectively zero water for cooling. That combination matters. Microsoft is selling…