---
title: "$Microsoft(MSFT.US)  keeps spending heavily on AI and Azure infra, market worried about capex but lo"
description: "$Microsoft(MSFT.US)  keeps spending heavily on AI and Azure infra, market worried about capex but long-term AI positioning still looks strong. Feels like short-term pain vs long-term dominance story \ud83e"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000470382.md"
published_at: "2026-02-13T09:06:27.000Z"
author: "[定D来](https://longbridge.com/en/profiles/17942172)"
---

# $Microsoft(MSFT.US)  keeps spending heavily on AI and Azure infra, market worried about capex but lo

$Microsoft(MSFT.US) keeps spending heavily on AI and Azure infra, market worried about capex but long-term AI positioning still looks strong. Feels like short-term pain vs long-term dominance story 🤔🚀

### Related Stocks

- [002245.CN - Jiangsu Azure Corporation](https://longbridge.com/en/quote/002245.CN.md)
- [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.