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Microsoft lifts 2026 CapEx by $25B to cover price rises

Summary by The Register
: Will write checks for $190 billion and even those megabucks may not satisfy demand

4 Articles

Microsoft announces an increase in its investments of $190 billion in 2026, of which $25 billion is due to higher component costs. US IT giant's investment spending increased from 49% to $31.9 billion between January and March 2026. Memory and storage prices have increased [...] The post-Microsoft Quarterly: IA spending flies away, not ROI appeared first on ChannelNews.

Microsoft exceeded analysts' expectations in the past quarter while at the same time announcing significantly increasing investments. However, a large part of the additional expenditure simply goes back to the increased chip prices. (Continue reading)

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The Register broke the news on Thursday, April 30, 2026.
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