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capital expenditures

Amazon CEO Andy Jassy defends $200B spending plan: ‘This isn’t some sort of quixotic top-line grab’

Amazon’s cloud unit posted its fastest growth in more than three years, but the company’s plan to spend $200 billion on infrastructure in 2026 sent shares tumbling 10% after hours. Read More

Microsoft plans record $30 billion in quarterly capital spending to meet surging AI demand

Microsoft plans to invest more than $30 billion in capital expenditures in the upcoming quarter — a new high —… Read More

Microsoft earnings preview: AI fuels cloud growth, boosts capital costs, reshapes workforce

[Update, July 30: Microsoft beats expectations, says Azure revenue tops $75B annually in new financial disclosure.] Microsoft is expected to… Read More

In new memo, Microsoft CEO addresses ‘enigma’ of layoffs amid record profits and AI investments

Microsoft CEO Satya Nadella addressed the growing internal unease inside the tech giant Thursday morning, laying out the company’s priorities… Read More

The cost of the cloud: Amazon takes a breath, while Microsoft and Google plunge ahead

Building and maintaining a modern cloud computing service requires billions of dollars in capital expenditures every quarter. Microsoft and Google… Read More

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