Rohan Paul· @rohanpaul_ai · X·· 2026-07-30AI 评分61
AI 导读
微软发布FY26 Q4财报，利润增长31%，Azure云销售额突破1000亿美元，季度增长43%。当季现金资本支出358亿美元，运营自由现金流达196亿美元。同期谷歌、微软、Meta三家AI基建商单季现金资本支出合计约1110亿美元。
正文 · 原文
Microsoft just published FY26 Q4.
Profits increased 31%, robust cloud growth, Azure cloud sales moved past $100 billion, grew 43% in the quarter.
Microsoft currently has the strongest financial cover with operating free cashflow, for its capex-spending.
Microsoft used roughly 65% of quarterly operating cash flow for cash capex and still produced $19.6B of free cash flow.
Comparing with Google Capex for the quarter
- Alphabet: $44.9B in cash capex
- Microsoft: $35.8B in cash capex
(Microsoft reported $41B of total capex, including lease-financed infrastructure)
So the top 3 AI infrastructure builders (Google, Microsoft, Meta) deployed ~$111B of cash capex in 1 quarter alone.
Just wrapped our earnings call. It was a very strong close to what was a record fiscal year for Microsoft. · Annual revenue: $331B, +18% · MS Cloud: $214B, + 27% · And Azure: $100B, +41% And even bigger opportunity ahead! I wanted to share some more perspective on two areas of focus for us:在 X 查看被引用的帖子
来源：Rohan Paul · x.com