Thu, Oct 29 12:49 AM

Microsoft cuts capex forecast on AI capacity delays

Business Insider•Wed, Oct 28, 2026, 10:58 PM•2 min read

CFO Amy Hood cited delays in third-party capacity as Wall Street scrutinizes returns on AI spending.

Source: [Business Insider](https://www.businessinsider.com/microsoft-trims-ai-spending-plans-to-170b-as-azure-revenue-surges-2026-10)

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