Enterprise takeaways from Microsoft's Q4 FY26 earnings: More capacity constraints, more capex spending: www.directionsonmicrosoft.com/microsoft-ex... #MSTech
Microsoft: Expect Capacity Constraints, CapEx Acceleration to Continue
It looks like Microsoft customers should expect continuing cloud capacity constraints and hefty Microsoft capital expenditure spending for the foreseeable future. Microsoft closed out its fiscal 202...
directionsonmicrosoft.com