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Microsoft's Azure Revenue Jumps 48% as AI Spending Outlook Shifts

Microsoft reported 48% Azure revenue growth in the September quarter, while CFO Amy Hood said capex is expected to reach about $170 billion for calendar-year 2026, with reports of a $5 billion cut to its 2026 AI spending forecast.

Read the full story at Mint AI ↗

Timeline · 2 reports

  1. 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
  2. 2026-10-29 04:28 · Analytics India Magazine
    Microsoft’s Azure Revenue Grows 48% in September Quarter

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