The Story
News Summary
- Investor Jim Chanos warns that AI data centers, especially those operated by Amazon and legacy players, face low returns and GPU obsolescence risks.
- He favors AI chip makers over data center landlords and highlights long-term profitability concerns for cloud hyperscalers except Microsoft and Meta.
Explore MSFT price history & advisor snapshot
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Stored market data
MSFT price history
495.63
+5.23% over the displayed period
Advisor Snapshot
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