Capex Strategy
The latest Capex Strategy coverage — news, analysis, and updates from the WindowsNews.AI desk.
Microsoft vs Google AI Strategy: Why Splitting Cloud and Capex Bets Wins Now
Microsoft and Alphabet both strengthened their claims on the mega-cap AI trade after their late-April 2026 earnings reports, but the cleaner portfolio move is not choosing one outright; it is...
Microsoft Adds 1 GW of Datacenter Capacity in Q3 FY2026, Revenue Hits $82.9 Billion
Microsoft added roughly one gigawatt of new datacenter capacity during its fiscal 2026 third quarter, the company revealed in its April 29 earnings call. That single-quarter injection of power and...
Microsoft's AI Capex Strategy: Massive Investment for Future Dominance
Microsoft is making one of the boldest strategic bets in corporate history, pouring unprecedented capital into artificial intelligence infrastructure while maintaining confidence in long-term margin...
Microsoft's AI Gold Rush: Azure's Soaring Revenue and the Multi-Billion Dollar Capex Gamble
Microsoft is in the midst of an unprecedented transformation, betting its future on the promise of artificial intelligence. The company's recent quarterly earnings report is not just a collection of...