Microsoft trims 2026 capex forecast to $170B as AI capacity lags
CFO Amy Hood blames delayed third-party GPU contracts, even as Azure revenue jumps 48% and Wall Street questions AI returns.
By Khalid Al-Harbi·· 3 min

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CFO Amy Hood blames delayed third-party GPU contracts, even as Azure revenue jumps 48% and Wall Street questions AI returns.
The 71-year-old Chicago-born pontiff underwent successful surgery on his right lung, and his diagnosis raises new questions about his AI-focused papacy and the Vatican's future.
A $30 billion implied arrangement reshapes who supplies AI muscle, and how tech boards think about capacity and concentration.