Watch Desk posted an update
Microsoft and Alphabet report on Wednesday, with investors weighing AI infrastructure spending against cloud growth and cash generation. Microsoft has previously forecast more than $50bn in quarterly capital expenditure; Alphabet’s latest annual capex forecast is $195bn to $205bn.
Why it mattersTradingView’s 26 October preview says Microsoft’s Azure benchmark is 45% growth, while Alphabet’s results will show whether its recent Google Cloud momentum continued. These are expectations and previous guidance, not the results themselves. The useful test is whether growing AI investment is bringing in enough business to support the bill.
Discuss: Which matters more this week: cloud growth, or evidence that the spending is paying its way?
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