<div id="readability-page-1"><div><div><h2><em>MSFT unveils its Nvidia GB300-powered datacenter fleet as compute demand surges, AMZN chart breaks higher; China keeps fueling the chip race.</em></h2><h3>Microsoft Datacenter is Bullish for Cloud</h3><p>Microsoft (NASDAQ:MSFT) unveiled a new <strong>AI supercomputing cluster</strong> powered by Nvidia (NASDAQ:NVDA) <strong>GB300s with over 4,600 GPUs</strong>, using next-gen <strong>InfiniBand</strong> networking. The move displays a growing <strong>datacenter crunch</strong>… there simply isn't enough power, land, or chips to meet AI demand. That shortage is bullish for <strong>AWS, Google Cloud, and Azure</strong>, which can charge more for every incremental unit of compute.</p><h3>China's $49B Chip Tool Binge</h3><p>Despite U.S. export restrictions, China imported a record <strong>$49 billion worth of chipmaking equipment</strong> over the past year. Semiconductor firms are using regional subsidiaries and trade intermediaries to keep sourcing critical tools.</p><p>It's clear Beijing is accelerating its path to semiconductor independence… and the chip race is only intensifying.</p><h3>Amazon Charts… A Bullish Setup</h3><p>Amazon (NASDAQ:AMZN) had been pushing back toward the <strong>20MA and 50MA</strong>, with a reclaim seen as very bullish — and today it <strong>did just that</strong>, closing strong into the session.</p><p>Beyond the chart, investors are eyeing <strong>AWS' next earnings report</strong>, where a potential <strong>reacceleration beyond the recent 17% growth rate</strong> could kick off Amazon's next major leg into year-end.</p><p>Thanks for reading!</p><p>**</p><p>Welcome to the WOLF Financial Newsletter.</p><p>Join over 20,000 savvy investors building wealth and mastering advanced investing strategies live on Twitter Spaces. Subscribe below to be part of the action:</p><p>Subscribe to WOLF</p><p>**</p><p><strong><em>Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.</em></strong></p><p>That shortage is bullish for <strong>AWS, Google Cloud, and Azure</strong>, which can charge more for every incremental unit of compute. It also spills over into <strong>tokenized asset platforms</strong>, where real-world assets and digital infrastructure are converging.</p><p>That shortage is bullish for <strong>AWS, Google Cloud, and Azure</strong>, which can charge more for every incremental unit of compute. It also spills over into <strong>tokenized asset platf</strong></p><p><strong>orms</strong>, where real-world assets and digital infrastructure are converging.</p></div></div></div>

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<p>Microsoft has launched a new AI supercomputing cluster powered by Nvidia, addressing the growing demand for compute resources. This shortage is expected to benefit cloud services like AWS, Google Cloud, and Azure, allowing them to increase prices. Meanwhile, China is ramping up its semiconductor capabilities, importing $49 billion in chipmaking equipment despite U.S. restrictions. Amazon's stock shows bullish trends as it approaches key moving averages, with investors anticipating strong growth in its AWS segment.</p>

- Microsoft has launched a new AI supercomputing cluster powered by Nvidia GB300s, addressing the increasing demand for compute resources.  
- China has imported a record $49 billion in chipmaking equipment despite U.S. export restrictions, indicating its push for semiconductor independence.  
- Amazon's stock shows a bullish trend as investors anticipate a potential reacceleration in AWS's growth, which could enhance its market position.

Microsoft's AI Supercluster Could Spark A Cloud Bull Run