Capex
The latest Capex coverage — news, analysis, and updates from the WindowsNews.AI desk.
Oracle's $455B AI Cloud Backlog Shocks Rivals — What Microsoft and Azure Must Do Next
Oracle's latest financial quarter didn't just beat expectations — it detonated the cloud computing status quo. On September 6, 2025, the enterprise software giant reported that its remaining...
Oracle’s $144 Billion OCI Target: Realistic Path or Cloud Overreach?
Oracle has suddenly rewritten the cloud infrastructure playbook. In its fiscal Q1 2026 earnings, the company unveiled a staggering $455 billion in remaining performance obligations—a 359% jump year...
Microsoft's $80 Billion AI Bet Divides the IT Industry Into Clear Winners and Losers
Microsoft plans to pour $80 billion into AI-capable data centers in fiscal 2025 alone, a sum that crystallizes the hyperscaler arms race and forces every corner of the IT industry to confront an...
Oracle's $455B AI Bet: Can Its Cloud Infrastructure Boom Survive Cash Burn and Overbuild Fears?
Oracle’s ambition to become a dominant force in AI cloud infrastructure is no longer a quiet pivot—it’s a capital-intensive sprint, with freshly disclosed numbers that have reshaped market...
Microsoft's $17.4B Nebius GPU Deal Reveals High-Stakes Margin Gamble to Dominate Azure AI
Microsoft has inked a five-year, $17.4 billion agreement with Nebius Group for dedicated GPU infrastructure capacity, a move that underscores the tech giant's willingness to sacrifice near-term cloud...
Oracle's $144B OCI Revenue Target Rests on $455B AI Backlog and a Mountain of Debt
Oracle’s remaining performance obligations (RPO) skyrocketed to $455 billion last quarter, a 3.6x year-over-year leap that underpins a staggering five-year forecast for its cloud infrastructure...
Microsoft's $13B AI Run-Rate Masks Windows 11's Rocky Transition to an AI Platform
Microsoft’s Azure cloud business accelerated to 39% growth in its fiscal fourth quarter of 2025, pushing the company’s annualized AI revenue run-rate past $13 billion—a 175% year-over-year...
Alibaba Cloud’s AI Surge: 26% Revenue Jump, $52B Capex, and the Battle for Asia’s Cloud Future Against Azure and AWS
Alibaba’s Cloud Intelligence group just posted a 26% revenue surge to RMB 33.4 billion ($4.66 billion) in the first quarter of fiscal 2026, propelled by AI product revenues that have now grown at...
AWS Pours $7.5 Billion Into New Zealand Cloud Region as Q2 Revenue Hits $30.9B
Amazon Web Services reported $30.8 billion in revenue for the second quarter of 2025, an 18% year-over-year increase, while simultaneously announcing a NZ$7.5 billion commitment to build its first...
Azure Hits $75B, but Microsoft's Valuation Hinges on AI Monetization
Microsoft closed out its fiscal year 2025 with a staggering $281.7 billion in revenue, a figure that cements its position as the undisputed heavyweight of the software industry. But a surface-level...
Microsoft's MAI-Voice-1 Generates 60 Seconds of Audio in Under One Second on a Single GPU
Microsoft’s new MAI‑Voice‑1 model can generate one minute of high‑fidelity audio in less than a second on a single GPU. The breakthrough, unveiled alongside the MAI‑1‑preview foundation...
Alibaba Slashes AI API Prices 97% Amid $53 Billion Cloud Bet: Can Open-Source Momentum Pay Off?
Alibaba has cut API prices by as much as 97% in China—a dramatic move that highlights the brutal pricing war now raging in the AI services market. The deep discount comes just as the Chinese giant...