capex

Cloud

Microsoft Azure crosses $100B mark as growth hits four-year high

Azure just topped $100B, but Microsoft’s AI-fueled cloud boom is raising a harder question: can it monetize capacity fast enough to justify a staggering data center spending spree?

Diana Goovaerts Jul 30, 2026 11:30am

Telecom vendors face ‘challenging’ year as operator capex dips

Apr 6, 2026 3:03pm

AT&T unveils $250B investment to expand 5G, fiber, satellite networks

Mar 10, 2026 1:35pm

OpenAI in focus as Microsoft's $625B backlog faces scrutiny

Jan 29, 2026 4:27pm

Oracle’s order backlog soars past half a trillion dollars

Dec 11, 2025 6:10pm

AI-generated illustration A hallway of data center racks lined with money bags

CoreWeave preps for monster capex growth in 2026

Nov 11, 2025 12:26pm