Microsoft's AI Datacenter Expansion: A Game Changer for the Stock?

Key Takeaways Microsoft's Q1 fiscal 2026 capex hit $34.9B as it ramps AI capacity by 80% this year.The $7B Fairwater facility and $10B Portugal project highlight Microsoft's global buildout.Azure remains capacity-constrained through fiscal 2026 despite surging demand backlog.Microsoft's (MSFT) aggressive datacenter expansion strategy presents both promise and pressure for investors evaluating the tech giant's trajectory. The company's first-quarter fiscal 2026 results revealed capital expenditures reaching ...