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Nvidia and Microsoft partner tests point to data center demand
Yahoo Finance highlights three signals that could favor Nvidia and Microsoft, tying the firms' broader partner ecosystem to potential momentum in data center and AI infrastructure.
The outlet points to Nvidia and Microsoft as key partners and also mentions Advanced Micro Devices in the same context.
The article_text additionally references upcoming or recently covered data center related earnings activity, including CoreWeave and Nebius, and notes that other tech companies are also due to report, including Lumentum and Applied Materials.
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