Tag: cloud earnings
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Amazon AI CapEx: Growth Now, Cash Later?
Amazon AI CapEx is becoming a test of how investors read growth and cash at the same time. Amazon reported strong Q2 sales and faster AWS expansion, yet its trailing free cash flow moved below zero. I think the useful…
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Microsoft AI Returns Face a Hardware Refresh Test
Microsoft AI returns are no longer just a promise attached to a spending plan. Microsoft’s fiscal 2026 fourth-quarter figures give us unusually concrete evidence of demand: Azure’s annual revenue passed $100 billion, while Microsoft 365 Copilot exceeded 30 million paid…