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.
Most Servers on the Planet Are Vulnerable to This Firmware
TL;DRA widespread firmware flaw lets attackers run code on most servers during startup.
Google expands AI Search ads globally
TL;DRGoogle is pushing AI-powered search ads worldwide as regular ad revenue growth weakens.
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