---
title: "Ackman bets big on Microsoft amid AI growth debate"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287003357.md"
description: "Bill Ackman has shifted investments from Alphabet to Microsoft, citing attractive valuation and strong AI growth. Microsoft's Q3 revenue rose 18% to $82.89B, with Azure growing 40% and AI revenue reaching a $37B run rate, up 123% year-over-year. However, a planned $190B capital spending for 2026 raises concerns about free cash flow and competition with Google Cloud."
datetime: "2026-05-20T04:11:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287003357.md)
  - [en](https://longbridge.com/en/news/287003357.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287003357.md)
---

# Ackman bets big on Microsoft amid AI growth debate

Ackman’s bold rotation: Bill Ackman shifted capital from Alphabet to Microsoft, citing attractive valuation and strong AI growth despite the stock's recent underperformance. Earnings beat expectations: Fiscal Q3 revenue rose 18% to $82.89B, Azure grew 40%, and AI revenue hit a $37B run rate, up 123% year over year. Capex fuels debate: Planned $190B 2026 capital spending raises questions over free cash flow and competitive positioning against faster-growing rivals like Google Cloud.

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