Microsoft cuts 2026 AI spending forecast by $5 billion despite Azure revenue surge

Microsoft lowered its 2026 AI spending forecast by $5 billion even as Azure revenue grew 48%, raising questions about whether the move is a strategic shift or a temporary delay.

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2026-10-29 05:23 · Mint AI
Strategic shift or temporary delay? Azure revenue jumps 48%, so why is Microsoft lowering AI spending forecast? Decoded

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