News
🚨 🇺🇸 Microsoft guides capex of about $170bn this calendar year and Azure growth of 49% to 50%
🚨 🇺🇸 Microsoft guides capex of about $170bn this calendar year and Azure growth of 49% to 50%
- 🇺🇸 Microsoft sees fiscal Q2 capex above $50bn and about $170bn for the calendar year, with spending speeding up in the second half as delayed third-party capacity arrives (newswires, company call)
- 🇺🇸 Q2 Azure growth guided at 49% to 50% in constant currency, with demand still running ahead of supply; Q2 revenue seen at $96.0bn to $97.1bn
FO view: 4th alert today.
Not investment advice.