Will Microsoft's $30B AI Build-Out Power Its Next Growth Phase?

Key Takeaways Microsoft plans nearly $30B in Q1 FY26 capex to boost AI and cloud infrastructure.Intelligent Cloud revenues are projected to grow 25%-26%, with Azure up about 37% in constant currency.New AI tools like GPT-5 integration and the Microsoft Agent Framework expand Microsoft's AI reach.Microsoft (MSFT) is betting big on artificial intelligence and cloud infrastructure to drive its next phase of growth. The company plans to ramp up capital expenditures to nearly $30 billion in the first quarter of ...