Articles about capital spending

Microsoft puts a price on its voluntary retirement program

Microsoft says its voluntary retirement program will result in a $900 million charge in the current quarter. The company, which is spending record sums on AI infrastructure, said headcount dropped year over year and will decline again in fiscal 2027. Read More

Microsoft tops Wall Street expectations, reports accelerating Azure growth and $37B AI run rate

Microsoft’s Azure cloud business accelerated in the March quarter, growing 40% and topping the company’s own forecast, giving the tech giant a new answer to questions about its ability to translate record capital spending on AI infrastructure into stronger financial results. Read More

Amazon earnings preview: Big AI deals meet a $200B spending binge

Amazon reports Q1 earnings Wednesday with a $244 billion cloud backlog and blockbuster deals with Meta, OpenAI, and Anthropic, but investors are watching whether the company’s $200 billion spending plan is starting to pay off. Read More

Microsoft earnings preview: After a $357B wipeout, tech giant gets another chance

Microsoft reports fiscal Q3 results Wednesday. Here’s a preview of the key numbers, storylines, and context heading into the report, including Azure growth expectations, Copilot adoption, capital spending, and the organizational changes reshaping the company. Read More