Microsoft cuts capex forecast on AI capacity delays

Fecha de publicación: 28 de octubre de 2026, 22:58

Microsoft CEO Satya Nadella. Dimitar DILKOFF / AFP via Getty Images Microsoft lowered its 2026 capex forecast to $170 billion, down from $175 billion. CFO Amy Hood cited delays in third-party capacity as Wall Street scrutinizes returns on AI spending. Azure revenue jumped 48%, beating expectations,…