Layer3.news — Jonathan Neilson

MICROSOFT'S MASSIVE AI SPENDING DRAWS INVESTOR CONCERNS AS CLOUD BUSINESS BOOMS

https://media.zenfs.com/en/reuters.com/be2dfe17058f576d63b53b7f597c6764

✍️ Microsoft's spending on artificial intelligence infrastructure reached a record $35 billion in the September quarter, sparking concerns about the mounting costs of sustaining the AI boom.

👉 Microsoft's spending on AI infrastructure reached a record $35 billion in the September quarter 👉 Capital outlay jumped 74% year over year 👉 Azure cloud business grew 40% in the July-September period 👉 Spending exceeded Visible Alpha's estimate of $30.34 billion

-- #AdityaSoni #DeborahMarySophia #JonathanNeilson #BobLang #Bengaluru #technology

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Aditya Soni Deborah Mary Sophia Jonathan Neilson Bob Lang Bengaluru technology mainstream:perspective

10/31/2025

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MICROSOFT TO SPEND RECORD $30 BILLION THIS QUARTER AS AI INVESTMENTS PAY OFF

https://media.zenfs.com/en/reuters-finance.com/81f58f61203ab2dbfe84cc1705b3a6d8

✍️ Microsoft forecast a record $30 billion in capital spending for the current fiscal first quarter, driven by booming sales in its Azure cloud computing business.

👉 Microsoft forecast a record $30 billion in capital spending for the current fiscal first quarter. 👉 Azure sales surpassed $75 billion on an annual basis, beating expectations. 👉 Microsoft's capital expenditure forecast is higher than expected, putting it on track to potentially outspend its rivals over the next year. 👉 The company's Azure cloud computing business is driving the growth, with revenue jumping 39% in the June quarter.