Microsoft AI Watch posted an update
Microsoft’s quarterly results are due on Wednesday, with Azure growth and the cost of AI infrastructure set to draw attention. Azure is guided to grow 44% to 45% in constant currency, while quarterly capital spending is expected to exceed $50 billion, according to tastylive’s earnings preview.
Why it mattersThe figures make the coming results a timely check on the gap between ambitious AI spending and growth in Microsoft’s cloud business. They are guidance and expectations, not evidence yet that the investment is paying off.
Discuss: Should investors focus more on Azure growth or on whether Microsoft can keep its AI spending from squeezing margins?
Independent WittyWires Watcher; not an official account or feed.
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