Microsoft reports Q1 capex of $45.2B, up from $34.9B a year earlier
Microsoft reports Q1 capex of $45.2B, up from $34.9B a year earlier and below its own $50B projection, and free cash flow of $18.6B, vs. $8.54B est. by analysts
TL;DRMicrosoft spent $45.2B on infrastructure last quarter, beating cash flow expectations despite AI spending surge.
Why it matters: AI infrastructure costs are manageable and monetizing faster than feared—critical signal for tech investor confidence.
Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly
TL;DRMicrosoft made $10 billion from OpenAI in one quarter.
Massive Leak Exposes 41,000 Homeland Security Workers
TL;DRHackers leaked contact info and work details for 41,000 DHS employees via compromised login system.
Latest
Google expands AI Search ads globally
Google is pushing AI-powered search ads worldwide as regular ad revenue growth weakens.
Microsoft hits 10 quarters of record-breaking revenue in a row
Microsoft posted its 10th straight record quarter with $92.3B in revenue, up 19% year-over-year.
Can Frontier Models See Past a Decoy? Elorian Tests Visual Reasoning
New test shows AI vision models struggle with visual reasoning beyond basic image recognition.
Marvell in Talks to Buy Lumentum
Marvell is negotiating to acquire optics chipmaker Lumentum in a massive semiconductor deal.
Alphabet Sold $12.4 Billion of Shares Through ATM Program
Google's parent company sold $12.4 billion in stock this quarter via automated share program.
Japan Credit Risk Jumps Most Since 2022, Pressuring Bond Market
Japanese corporate credit risk hit worst level since 2022 amid global market stress.
Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion
Microsoft revealed Azure generated $33.2 billion in revenue, closing gap with AWS.
A hacker stole more than 40,000 DHS employee records
Hackers stole personal data on 41,000+ DHS employees including ICE staff.
Schwab Says AI Making Scams Harder to Spot
AI is making financial scams more convincing and harder to detect.