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Digitimes October 28, 2026 By DIGITIMES positive

Microsoft's cloud growth outpaces infrastructure spending delays

MicrosoftAI / LLMSupply ChainData Center
Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity arrives later than planned. The distinction matters: management said spending below the company's forecast reflected delivery delays, not a retreat from its expansion plans.
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