← 목록으로

Microsoft cuts capex forecast on AI capacity delays

Microsoft cuts capex forecast on AI capacity delays

요약

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

본문

Microsoft reduced its forecast for capital expenditure, a rare move in an industry that mostly continues to splurge more on huge AI investments. The software giant said capex for the 2026 calendar…

← 목록으로