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Microsoft plans to invest $146 billion in infrastructure in 2026, twice as much as it spent last year.
Microsoft plans to invest $146 billion in infrastructure in 2026, nearly double last year's spend.
KEY POINTS
- OpenAI's $11.9B deal with CoreWeave was a direct rejection of Microsoft's Azure services.
- Federal cybersecurity evaluators dismissed Microsoft 365 GCC High as inadequate in 2024.
- OpenAI accounts for about 45% of Microsoft's current commercial cloud commitments backlog.
- High attrition and rushed Azure development have led to ongoing technical and organizational issues.
COMPANIES
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