—Entity profile
- Data refreshed
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- Source coverage
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IDC ATLAS · ENTITY PROFILE
Microsoft
Azure growth, AI capex and data-center capacity conversion.
- Market
- United States
- Category
- Cloud / software
- Ticker
- MSFT
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CLOUD CAPEX · 06
Azure at 43%: What Must the Next $50B Deliver?
One gigawatt, faster GPU activation and shifting lease accounting reveal how Microsoft must convert infrastructure into cloud revenue.
CAPEX WATCH · 01
Where Hyperscaler AI CapEx Actually Goes
Azure, Google Cloud and AWS accelerated together; capacity gaps and free-cash-flow conversion now define the hyperscaler AI buildout.