Microsoft keeps capex forecast unchanged, becoming one of the first data center giants to hold the line on AI spending
THE SO WHAT
Holding AI capex flat while peers keep raising it suggests Microsoft believes current build-out can support near-term demand—or that efficiency gains are offsetting the need for more steel. For buyers, this is a cue to ask harder questions about capacity allocation, pricing power, and where your workloads sit in their priority queue.
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