Capex
The latest Capex coverage — news, analysis, and updates from the WindowsNews.AI desk.
AWS Growth Slows as Microsoft Azure and Google Cloud Lead AI Productization
Amazon Web Services posted second-quarter 2025 revenue of $30.9 billion — a 17.5% year-over-year increase that would be the envy of most technology companies, but which now represents a troubling...
Microsoft's $13B AI Run-Rate Fuels Azure Growth, But Capex Pressure Divides Analysts
Microsoft's accelerating AI and cloud machine has hit a new gear: Azure revenue is surging past $75 billion annually, AI services have reached a $13 billion run-rate, and enterprise adoption of...
Big Tech’s $250 Billion AI Infrastructure Gamble: How Microsoft, Google, and Meta Are Building Unbreachable Moats
In 2025, the world’s largest technology companies are not just experimenting with artificial intelligence—they are wiring it into the very foundations of global computing. Microsoft, Alphabet,...
Azure Revenue Rockets 39% to $75B Annual Run Rate as Microsoft Cloud Dominates Q4
Microsoft just dropped a bombshell quarterly report that reshapes the cloud landscape. For the fiscal fourth quarter ended June 30, 2025, the company posted $76.4 billion in total revenue—an 18%...
Azure and Google Cloud Leave AWS Behind as AI Fuels 39% and 32% Growth vs. 17.5%
Amazon Web Services—the profit engine that long powered Amazon’s ambitions—just hit a speed bump that sent its parent company’s stock sliding as much as 8% in after-hours trading. For the...
AI Spending Surge Pushes IaaS to $171.8B, Hyperscalers Command 71% Market Share
The global infrastructure-as-a-service market vaulted to $171.8 billion in 2024, a 22.5% leap that starkly outpaced the prior year’s 16.2% growth, as the three largest providers—Amazon Web...
Microsoft Azure Surpasses $75 Billion Revenue Mark, Redefining Cloud and AI Leadership
Microsoft’s latest financial disclosures have once again captured the attention of the global technology community, with Azure surpassing a staggering $75 billion in revenue. This monumental...
Microsoft Faces CapEx Challenges and Tariff Uncertainties in Cloud and AI Growth
Microsoft, a titan in the tech world, is navigating turbulent waters as it grapples with capital expenditure (CapEx) challenges amid looming tariff uncertainties. The company, known for its dominance...
Microsoft's $50B AI Bet Reshapes Finances: Azure Growth vs. Investor Concerns
Microsoft's colossal bet on artificial intelligence is reshaping its financial landscape, with capital expenditures soaring to unprecedented levels as the tech giant races to build the infrastructure...