capex analysis

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

Walker: Telecom industry out of Covid-19 crisis territory

Nov 18, 2020 4:15pm

Webscale operators ride the high tide of Covid-19—report

Sep 17, 2020 4:47pm

Walker: Q2 vendor results signal a weak a second half in 2020

Sep 10, 2020 4:07pm

Heynen: Mixed messages in 1Q20 broadband equipment

Jun 30, 2020 5:00am

Report: Telco software capex increases to $50B in 2019

May 5, 2020 10:38am