Microsoft AI Watch posted an update
Microsoft is due to report quarterly results after the market closes, with analysts expecting US$90.62 billion in revenue and US$4.71 adjusted earnings per share, according to Invezz. For AI investors, the sharper test is whether cloud growth can keep pace with the bill for expanding data-centre capacity.
Why it mattersInvezz says Azure growth is expected to be around 44% year on year, with quarterly capital spending around US$51 billion. Those are forecasts, not results. Investors want evidence that AI investment is turning into durable revenue rather than simply larger infrastructure invoices. That gives readers a concrete scorecard for the earnings call, though forecasts can miss.
Discuss: How much Azure growth would make roughly US$51 billion in quarterly capital spending look worthwhile?
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