Microsoft's AI Supercluster Could Spark A Cloud Bull Run

Author: Gav Blaxberg | October 10, 2025 09:49am

MSFT unveils its Nvidia GB300-powered datacenter fleet as compute demand surges, AMZN chart breaks higher; China keeps fueling the chip race.

Microsoft Datacenter is Bullish for Cloud

Microsoft (NASDAQ:MSFT) unveiled a new AI supercomputing cluster powered by Nvidia (NASDAQ:NVDA) GB300s with over 4,600 GPUs, using next-gen InfiniBand networking. The move displays a growing datacenter crunch… there simply isn't enough power, land, or chips to meet AI demand. That shortage is bullish for AWS, Google Cloud, and Azure, which can charge more for every incremental unit of compute.

China's $49B Chip Tool Binge

Despite U.S. export restrictions, China imported a record $49 billion worth of chipmaking equipment over the past year. Semiconductor firms are using regional subsidiaries and trade intermediaries to keep sourcing critical tools.

If China's homegrown silicon was truly competitive, they wouldn't be scrambling for more $NVDA and $AMD compute. DeepSeek was painted as a threat, but their hunger for higher-end chips proves otherwise. This is bullish across the supply chain, especially HBM where 40-50% of the… https://t.co/kIUvfRpKYH

— Sam Badawi (@samsolid57) October 9, 2025

It's clear Beijing is accelerating its path to semiconductor independence… and the chip race is only intensifying.

Amazon Charts… A Bullish Setup

Amazon (NASDAQ:AMZN) had been pushing back toward the 20MA and 50MA, with a reclaim seen as very bullish — and today it did just that, closing strong into the session.

Beyond the chart, investors are eyeing AWS' next earnings report, where a potential reacceleration beyond the recent 17% growth rate could kick off Amazon's next major leg into year-end.

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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.

That shortage is bullish for AWS, Google Cloud, and Azure, which can charge more for every incremental unit of compute. It also spills over into tokenized asset platforms, where real-world assets and digital infrastructure are converging.

That shortage is bullish for AWS, Google Cloud, and Azure, which can charge more for every incremental unit of compute. It also spills over into tokenized asset platf

orms, where real-world assets and digital infrastructure are converging.

Posted In: AMZN MSFT NVDA