Azure capex

Postedtheir own words, on X

1. post Nadella reports Microsoft fiscal year revenue $331B up 18%, Azure $100B up 41%

   https://x.com/satyanadella/status/2082601790768599074

   View on X · 29 Jul 2026

2. post Nadella announces first production Vera Rubin chips arriving at Microsoft datacenters

   https://x.com/satyanadella/status/2090929770779521310

   View on X · 21 Aug 2026