Tiger Global Cuts Microsoft Stake 16% While Adani, Microsoft Plan $100B AI Data Centers
Tiger Global reduced its Microsoft stake by 16% to 5.47 million shares in Q4 2025 as AI valuations tighten. Microsoft is co-developing renewable-powered AI data centers in Hyderabad and Pune under Adani Group’s $100bn, 5GW India investment, even as memory chip shortages drive 45% of data center cost increases.
1. Hedge Fund Stake Reduction
In Q4 2025 Tiger Global trimmed its Microsoft holding from 6.50 million shares to 5.47 million shares, a 16% reduction. The move reflects growing caution over AI-driven mega-cap valuations after rapid share growth and heavy spending on artificial intelligence initiatives.
2. Adani-Microsoft AI Data Center Partnership
Under Adani Group’s $100bn commitment to build 5GW of renewable-powered hyperscale data centers by 2035, Microsoft will co-develop campuses in Hyderabad and Pune. These facilities will integrate green energy, liquid cooling systems and high-density compute clusters to support advanced AI workloads and national LLM projects.
3. Memory Chip Shortage Impact
A global shortage of DRAM, NAND and HBM memory chips is driving up component costs, accounting for roughly 45% of the rise in AI data center spending. This supply squeeze could increase Microsoft Azure infrastructure expenses and compress margins if prolonged.