Microsoft Expected to Generate $8B+ Cash Flow in Q3 While Meta, Google, Amazon Burn AI Capex
Beth_Kindig · x · 2026-10-29
Analyst Beth Kindig previews Q3 AI capex economics across big tech:
- Meta: expected to burn cash for a second consecutive quarter
- Alphabet: expected to follow Meta into cash burn
- Amazon: heading into a third consecutive quarter of cash burn
- Microsoft: expected to generate more than $8 billion in cash flow
Among hyperscalers pouring money into AI infrastructure, Microsoft is already monetizing while the rest remain in heavy net investment mode.
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