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The Risks of Microsoft’s Relatively Restrained Capex

Microsoft came out of this summer’s earnings season looking like a prudent spender. Unlike rival cloud computing firms Amazon and Alphabet, which both burned cash thanks to their heavy AI investments, Microsoft not only generated $19.6 billion in free cash flow in the June quarter but forecast ...

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The Risks of Microsoft’s Relatively Restrained Capex

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cryptobriefing.com3 g fa

Microsoft adjusts capex outlook due to accounting change, not a spending slowdown

Microsoft cut $15B from 2026 capex forecast—$190B to $175B—through accounting reclassification of data center leases, not an actual spending reduction. $41B Q4 capex (+70% YoY) and $329.1B in lease commitments jumped, proving Microsoft's AI and Azure infrastructure spending remains on track.

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domenica 9 agosto 2026·theinformation.com
The Risks of Microsoft’s Relatively Restrained Capex
Microsoft came out of this summer’s earnings season looking like a prudent spender. Unlike rival cloud computing firms Amazon and Alphabet, which both burned cash thanks to their…
lunedì 10 agosto 2026·cryptobriefing.com
Microsoft adjusts capex outlook due to accounting change, not a spending slowdown
Microsoft's $15 billion capex revision to $175 billion stems from an accounting change, not reduced spending. Azure grew 43% as shares jumped 8%.