Microsoft Corporation (NASDAQ:MSFT) is one of the Best Wide Moat Stocks to Buy Right Now. The tech giant enjoys a wide economic moat, thanks to its sticky ecosystem on the heels of high customer switching costs, and strong network effects. On October 9, Bloomberg reported that Microsoft Corporation (NASDAQ:MSFT)’s data-center crunch is expected to continue for longer than the company had earlier expected, underscoring the company’s struggles to keep up with cloud demand. Several of the company’s US data center regions have been witnessing shortages of physical space or servers, noted Bloomberg.
Notably, new subscriptions for Azure cloud services remain restricted in certain critical server-farm hubs, such as Northern Virginia and Texas, through the H1 of next year. This is a longer time frame than Microsoft Corporation previously outlined, highlighted Bloomberg. Microsoft Corporation reported that, in FY 2025, Azure exceeded $75 billion in revenue, implying an increase of 34%, thanks to growth throughout all the workloads.
Middle Coast Investing, an investment advisor firm, released its Q3 2025 investor letter. Here is what the fund said:
“Big tech companies play in and are obviously affected by AI. We own Amazon (AMZN), Apple (AAPL), and a small position of Microsoft Corporation (NASDAQ:MSFT); of those, Microsoft has been seen as a winner due to its association with OpenAI. But really, the story seems to be that Microsoft’s Azure is gaining ground on Amazon Web services. AI is the source of demand driving the continued growth.”
READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now
This article is originally published at Insider Monkey.
