Microsoft will not renew the contract because the rented chips no longer meet its needs. The report gives no replacement or cost details, so it does not show a clear change to Microsoft's outlook.
The report gives no contract value, replacement plan, or change in Microsoft's cloud costs. The rented chips failed its requirements, but the story does not say whether the change improves service or saves money. That leaves no clear change to Microsoft's outlook.
Oracle loses Microsoft's rental contract because its older chips do not meet Microsoft's needs. Oracle says demand remains strong, including for older chips, and the report gives no size for the lost contract.
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