Azure

Instead of running its own server room, a company rents Microsoft's data centres. The compute used to train and run AI models is sold here too. It competes with Amazon's AWS and Google Cloud, and its growth rate is one of the standard gauges of AI demand. Annual revenue passed $100 billion for the first time in fiscal 2026.

Predictions & track record (2)

• Awaiting grading Microsoft's capex outlook came down to $175 billion, and not because it plans to spend lessIn January 2027, score whether Microsoft's calendar 2026 capital spending landed near $175 billion and whether the reclassification left reported capex below the actual increase in spending.
• Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat?Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests.

2 related posts

• Watch Microsoft's capex outlook came down to $175 billion, and not because it plans to spend less Jukan (@jukan05) · 2026-07-29
• Bull SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? SemiAnalysis · 2026-07-25