capex surge

  1. Q4 2025 Cloud Results: Google Cloud Leads Growth Amid AI Demand

    The cloud market has flipped from steady expansion to a sprint: Q4 results from Amazon, Microsoft, and Alphabet show cloud revenue reaccelerating sharply on the back of AI demand, but while all three posted impressive growth, Google Cloud emerged as the short‑term growth leader — and the...
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    • ai infrastructure capex surge cloud computing cloud economics cloud growth data centers google cloud hyperscalers
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    • Forum: Windows News

  2. Microsoft AI Push Raises Margin Risks as Capex Surges

    Microsoft’s stock was knocked lower this week after two sell‑side firms publicly trimmed their ratings within days of each other, with Melius Research’s note explicitly warning that Microsoft’s massive AI push has created near‑term execution and margin risks investors can no longer ignore...
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    • capex surge copilot monetization microsoft stock openai exposure
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    • Forum: Windows News