On Tuesday, Microsoft said it is exploring superconducting power lines for its U.S. data centers to improve energy efficiency and speed its server build-out. The company said the move could let it increase electrical density inside facilities without expanding external infrastructure.
Recent tests used high-temperature superconductor cables to carry equal power while occupying less space. Microsoft said the cables could raise electrical density without adding substations or other infrastructure. (Ed. note: This could permit higher power density inside facilities without new external infrastructure.)
“The technology helps us scale power density without expanding our physical footprint,” “It can also help us reduce the size of power transmission infrastructure and lower community impact.” said Husam Alissa, an executive at Microsoft‘s CO+I CTO Office.
The company is reducing reliance on OpenAI by building its own AI models and expanding sovereign cloud partnerships. Microsoft stock rose slightly over the past week and trades just above $400 per share.
Piper Sandler kept an Overweight rating and a $600 price target on February 3. Bernstein projects $645 for 2026, while DA Davidson raised its rating to Buy, targeting $650.

