Microsoft and Meta Show AI Infrastructure Spending Pays Off: Azure Grows 43%, Copilot Hits 30M Paid Seats
luisdans · x · 2026-07-30
Microsoft and Meta's latest earnings reveal that massive AI infrastructure investments are yielding returns.
- Microsoft: Q4 CapEx $35.8B, FY2026 total $115.9B (up 80% YoY). Azure revenue grew 43%, Microsoft Cloud revenue reached $59.3B, commercial RPO climbed to $678B, and Microsoft 365 Copilot surpassed 30M paid seats.
- Meta: Q2 CapEx $31.1B, raised 2026 CapEx outlook lower end to $130B-$145B. Revenue grew 28%, ad impressions rose 14%, average ad price increased 12%.
Both companies indicate AI spending is no longer based on future promises alone, but is already monetized through Azure, Copilot, and advertising engine improvements.
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