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Tag: Amy Hood

Microsoft’s $11.1B Data Center Leasing Gamble
CloudDataTechnology

Microsoft’s $11.1B Data Center Leasing Gamble

Microsoft’s staggering $34.9 billion capital expenditure in Q1 2026 reveals an aggressive infrastructure strategy. With $11.1 billion dedicated to data center leases alone, the company is racing to build what CEO Satya Nadella calls a “planet-scale cloud and AI factory.”

by Julian TrentOctober 30, 2025November 2, 2025
Microsoft’s $35B AI Bet: Infrastructure Arms Race Heats Up
AIBusinessTechnology

Microsoft’s $35B AI Bet: Infrastructure Arms Race Heats Up

Microsoft’s CFO reveals unprecedented $34.9 billion infrastructure investment to meet AI demand. The massive capital expenditure highlights both the opportunity and risks in the AI infrastructure arms race.

by Julian TrentOctober 29, 2025November 2, 2025

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