Home
Storia in 6 fonti
Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors | Fortune
Some worry that the tech giant is struggling to keep up with AI demand.
- ·
cnbc.com
Tech's massive AI spend is under scrutiny ahead of earnings. Here's what to watch
The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some cases, defend those plans.
- ·
Microsoft earnings: Cloud growth and capex numbers in focus for Q2
Analysts expect Microsoft's Azure cloud growth to slow slightly, even as it takes on a $250 billion commitment from OpenAI.
