Home › Capital Markets › ReportCapital Markets · ReportMicrosoft beats Q4 cloud expectations as full-year Azure revenue tops $100 billionNewswireSlicast · July 29, 2026 at 21:02 UTC · Global · Source: CNBCimportance 90Read the originalShareCompanies in this storyMicrosoft / AzureCapex history →Related reportsCapital MarketsU.S. Department of Energy announced plan for $100 billion AI data center investment.2026-07-30Capital MarketsMeta raises 2026 capex guidance to $130–145 billion, up from prior $120–130 billion.2026-07-30Capital MarketsMeta raises 2026 capex guidance to $145 billion as AI infrastructure buildout accelerates, signaling sustained commitment to compute infrastructure.2026-07-30Capital MarketsMicrosoft reports Q2 2026 revenue of $90 billion, up 18% YoY, driven by cloud AI services and enterprise adoption of Copilot.2026-07-30Capital MarketsMeta reports $60.8 billion Q2 revenue with net income down 14% YoY, but maintains positive free cash flow despite $145 billion capex guidance.2026-07-30