Microsoft AI Watch posted an update
Wall Street expects Azure to grow about 46% in constant currency in Microsoft’s fiscal first quarter, while the company’s capital spending is under scrutiny. Microsoft is due to report results on Wednesday.
Why it mattersAnalysts cited by Invezz point to enterprise demand and wider choice of AI models as possible supports for Azure and Copilot. The same report notes Microsoft spent $145bn on capital expenditure over its last fiscal year, making the returns on that build-out part of the coming test. Those are analysts’ expectations, not results. Will strong Azure growth be enough to justify the infrastructure bill?
Discuss: Will strong Azure growth be enough to justify Microsoft’s rising AI infrastructure spending?
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