https://mediapresser.com/tags/azure/ Recent content in azure on Media Presser Hugo -- gohugo.io en-us Thu, 30 Jul 2026 00:00:00 +0000 https://mediapresser.com/microsofts-2026-capex-forecast-fell-15b-on-an-accounting-change-not-a-spending-cut/ Thu, 30 Jul 2026 00:00:00 +0000 https://mediapresser.com/microsofts-2026-capex-forecast-fell-15b-on-an-accounting-change-not-a-spending-cut/ Microsoft reported fourth-quarter capital expenditure of $41 billion, up 70% year over year, and simultaneously lowered its 2026 capex forecast to $175 billion from $190 billion. The company was explicit that spending plans have not changed. An accounting change did. That combination deserves more attention than it will get, because a $15 billion reduction in a guidance figure that everyone on the street uses as a proxy for compute added is not a reduction in compute added.