Microsoft has pledged $17.5 billion for artificial intelligence (AI) and cloud computing in India. The investment, which the company called its largest ever in Asia, was announced Tuesday (Dec. 9) after CEO Satya Nadella met with Indian Prime Minister Narendra Modi to discuss the country's AI vision.
MSFT's soaring AI infrastructure spend, up 74% to $34.9B, raises fresh questions over how long the company can maintain its aggressive expansion pace.
Microsoft plans to invest $17.5 billion in India over the next four years, expanding its AI and cloud footprint in the South Asian nation, whose vast online and smartphone user base is turning it into a critical battleground for global tech companies.
Microsoft Corp (NASDAQ:MSFT) said on Tuesday it would invest C$19 billion in Canada between 2023 and 2027, including over C$7.5 billion in the next two years, to expand AI and cloud infrastructure and strengthen digital skills across the country. The company, which opened its first Canadian office in Toronto in 1985, said the investment is the largest in its history in Canada.
Microsoft (MSFT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword. Just a few days after Marvell Technology (MRVL) celebrated a blowout earnings report driven by AI demand, the stock shed 7% in a single session.
Microsoft said on Tuesday it is investing more than C$7.5 billion ($5.42 billion) in Canada over the next two year, as the tech giant focuses on building out its cloud and AI infrastructure footprint.
This week, Microsoft (NASDAQ: MSFT) will once again reward investors with a hefty quarterly dividend payment scheduled for Thursday, December 11, 2025.
Microsoft (MSFT) offers a compelling long-term opportunity, with recent pullback creating an attractive entry point for outperformance versus the S&P 500. MSFT's aggressive CapEx strategy has fueled robust revenue and cash flow growth, positioning it ahead of peers in AI and cloud infrastructure. Q1 2026 results demonstrated strong top-line growth, margin expansion, and surging demand for AI and cloud services, with $392B in RPO up 51% YoY.
Everyone knows Microsoft Corp. (NASDAQ: MSFT) and its best-known products, including the Windows operating system and Microsoft 365 suite of productivity apps, but its growing cloud computing platform, Azure, is the future of the company.
Microsoft delivered strong Q1 results, driven by 28% year-over-year growth in its Azure-powered Intelligent Cloud segment. The firm's Cloud operating income surged 27% to $13.4B, with robust free cash flow of $25.7B and a 33% margin. Azure outperforms other Cloud platforms in terms of revenue growth. For 2026, Microsoft is in a strong position to leverage its Azure OpenAI services to attract enterprise customers. Enterprise AI factories could be a major catalyst for growth acceleration.
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