MSFT CAPEX Surge: AI Bet, Azure Slowdown, Copilot Wins
MSFT CAPEX: Microsoft's Big AI Gamble Microsoft's recent $19 billion capital expenditure (CAPEX) increase—a staggering 35% jump—signals a massive bet on artificial intelligence (AI). This significant investment aims to solidify Microsoft's position as a leader in the AI landscape. However, the strategy's success hinges on several factors, particularly given Azure's slightly underwhelming growth, falling short of both internal projections and investor expectations. This raises questions about whether the short-term financial implications are justified by the long-term AI vision....