ai infrastructure capex

Microsoft was hit on June 12, 2026, with a securities class action alleging it misled investors about Copilot’s adoption and technical challenges while pouring capital into AI infrastructure and managing Azure capacity constraints. The case may or may not survive the procedural gauntlet that...

Microsoft’s reported hiring pause in parts of its cloud and sales organizations is less a routine budget trim than a signal of how aggressively the company is trying to rebalance growth, margins, and AI-era capital intensity. According to The Information, managers in some of Microsoft’s biggest...

Meta’s latest quarter delivered a clear, market-moving message: an ad-first AI playbook can produce fast, visible returns while the cloud‑centric, capex‑heavy route to AI scale still forces investors to be patient. Meta posted a blowout December quarter and set aggressive 2026 infrastructure...

2025 closed as the year the AI race left the labs and reshaped markets, governments and enterprise roadmaps—massive capital plans met with dazzling technical advances, and a handful of corporate bargains and alliances rewired who controls compute, models and customer access in the Age of...

Satya Nadella has tapped Judson Althoff to run Microsoft’s commercial business as a standalone CEO-level organization, a move designed to free Nadella to concentrate on the company’s sprawling technical agenda — from datacenter build‑outs to systems architecture and the science of AI — while...