Articles Tagged “Hyperscaler Spending”

Microsoft's Azure Surges 40% as Q1 Earnings Set a New $190B AI Capex Bar

Microsoft posted Q1 2026 EPS of $4.27 on $82.89B revenue on April 29, 2026, with Azure growing 40% year over year and the company guiding 2026 capital expenditures up to $190B as AI infrastructure demand keeps accelerating.

Jake Trader★Apr 30, 2026★6 min read