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Microsoft’s shares surge on fastest cloud growth since 2022

CFO indicated that Microsoft would hold the line on new capital spending this year as Big Tech continues its AI spending frenzy. Read more

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Microsoft’s shares surge on fastest cloud growth since 2022

Azure grew 43% in Q4 (fastest since early 2022) with $100B annual revenue, driven by AI infrastructure demand exceeding supply. Microsoft capped capex at $175B while forecasting 45% cloud growth next quarter—outpacing competitors who increased spending.

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mercoledì 29 luglio 2026·thenextweb.com
Microsoft Q4: Azure tops $100bn, AI bet mostly pays off
Microsoft’s Azure grew 43% and passed $100bn for the year, its backlog hit $678bn, and the stock rose 2%. But AI capital spending keeps climbing.
mercoledì 29 luglio 2026·channelnewsasia.com
Microsoft cloud forecast beats estimates as cash keeps flowing from AI, shares rise
July 29 : Microsoft on Wednesday said it expects to keep generating cash through its fiscal 2027 and gave a capital expenditure forecast below Wall Street estimates after changing…

Microsoft’s shares surge on fastest cloud growth since 2022

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Microsoft’s shares surge on fastest cloud growth since 2022

Timeline cronologica

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