Microsoft: The AI Capex Risk Looks Mostly Priced In
Microsoft has reported significant growth in its Q3 revenue, with an 18% increase and a 20% rise in operating income. The company's Azure cloud services have seen a remarkable 40% growth, and its AI annual run rate has exceeded $37 billion. Despite projected capital expenditures of $190 billion for 2026, the market appears to have largely priced in the associated risks.
- ▪Microsoft's Q3 revenue increased by 18% and operating income rose by 20%.
- ▪Azure cloud services experienced a 40% growth, contributing to overall revenue momentum.
- ▪The AI annual run rate has surpassed $37 billion, indicating strong monetization efforts.
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