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Microsoft keeps capex forecast unchanged, becoming one of the first data center giants to hold the line on AI spending

Most tech giants have been raising their AI capex forecasts. Microsoft is an outlier.

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Microsoft keeps capex forecast unchanged, becoming one of the first data center giants to hold the line on AI…

Microsoft held capex at $175 billion for AI data centers while competitors increased forecasts; stock surged 8%. Memory inflation drives 45% capex growth; investors favor restraint on AI ROI, signaling capacity pullback versus margin-pressured competitors.

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lunedì 27 luglio 2026·fortune.com
Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience | Fortune
Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world's two leading cloud giants are set to provide the latest update on their…
mercoledì 29 luglio 2026·hindustantimes.com
Why Wall Street is questioning big tech's AI spending ahead of Microsoft and Meta earnings
Wall Street questions Big Tech's AI spending as Microsoft and Meta face investor scrutiny over soaring capex, cash flow pressure and AI returns. | Business News

Microsoft keeps capex forecast unchanged, becoming one of the first data center giants to hold the line on AI spending

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Microsoft keeps capex forecast unchanged, becoming one of the first data center giants to hold the line on AI…

Timeline cronologica

Amazon and Microsoft are spending $400 billion on AI—and investors are low on patience | Fortune

Why Wall Street is questioning big tech's AI spending ahead of Microsoft and Meta earnings

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