The aggressive artificial intelligence (AI) data center build-out isn't slowing down, and that's not surprising, as major hyperscalers and cloud infrastructure providers have sizable contractual backlogs to fulfill. As a result, it is easy to see why Microsoft (NASDAQ: MSFT) and Oracle (NYSE: ORCL) have been accelerating the build-out of data centers. We will take a closer look at the latest earnings reports of these tech giants before analyzing the financial performance and prospects of another key player in the AI infrastructure ecosystem that could win big from their massive investments. Image source: Getty Images.
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