quote: $MSFT just extended data center useful lives from 15 → 25 years. Quiet but big signal for $IREN $APLD $CIFR. The buildings and power infrastructure these pure-plays are building just got a longer economic life endorsement from the biggest hyperscaler. GPUs still depreciate fast. The real estate doesn’t. Let that sink in…. | Something for everyone in these reports $MSFT

quote: $MSFT just extended data center useful lives from 15 → 25 years. Quiet but big signal for $IREN $APLD $CIFR. The buildings and power infrastructure these pure-plays are building just got a longer economic life endorsement from the biggest hyperscaler. GPUs still depreciate fast. The real estate doesn’t. Let that sink in…. | Something for everyone in these reports $MSFT

Source:https://x.com/matthew_sigel/status/2082598638325297253