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Blue Owl Capital's credit crisis is raising concerns for Microsoft's $4.3 billion investment in Italian data centers, primarily in Lombardy. The firm recently closed redemptions for a $1.6 billion fund, began selling loans, and announced a 30% capital return to investors.

This turmoil has resulted in a 60% decline in stock value over 13 months. Since Microsoft is Stack's main client in Italy, any instability at Stack could disrupt Microsoft's cloud services, which depend on Stack's data centers. Current evaluations suggest no immediate threats to Italy's digital infrastructure, but financial impacts are under scrutiny.