Expert Takeaways: Microsoft> Azure projected YoY growth of ~45% (±200 bps), with quarterly revenue guidance of $34‑35…
Expert Takeaways: Microsoft
> Azure projected YoY growth of ~45% (±200 bps), with quarterly revenue guidance of $34‑35 billion.> Current‑quarter capex is expected ≥$50 billion; 70‑80% allocated to short‑lived assets such as GPUs and accelerators rather than real‑estate‑heavy datacenter build‑outs.> Over 70% of available compute capacity is prioritized for Microsoft’s internal M365 Copilot ecosystem, with residual capacity allocated to external Azure Foundry customers.$Microsoft(MSFT.US)
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