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Microsoft's Fairwater AI data centers likely to boost Azure: UBS

Microsoft's Fairwater AI data centers likely to boost Azure: UBS

vm_adminJanuary 23, 2026

By Chris Ciaccia
Publication Date: 2026-01-23 15:14:00

UBS says Microsoft’s Fairwater AI data centers may lift Azure growth in 2026; see revised forecasts, capex view, and MSFT price target ahead of Jan.

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Microsoft

Tagged Azure, boost, Centers, Data, Fairwater, Microsoft039s, UBS

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