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Microsoft Cuts Capex Forecast on AI Capacity Delays

Microsoft’s $45.2 billion capex trailed estimates, fueling concerns that data-center capacity is arriving more slowly than expected.

Summary by The New York Ledger
Microsoft reduced its forecast for capital expenditure, a rare move in an industry that mostly continues to splurge more on huge AI investments. The software giant said capex for the 2026 calendar year will be $170 billion from a previous forecast of $175 billion. Chief Financial Officer Amy Hood gave the forecast on the company’s […]

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Microsoft cuts capex forecast on AI capacity delays

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·New York, United States
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CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations

Shares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.

·Englewood Cliffs, United States
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CNBC broke the news in Englewood Cliffs, United States on Wednesday, October 28, 2026.
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