How Asha Sharma is trying to save Xbox through radical transparency

Microsoft's communications boss Frank Shaw is leaving after nearly 30 years, according to a memo. Shaw, 64, has been in his role for 17 years and played a major role in shaping Microsoft's external communications. His departure comes as Microsoft undergoes changes, focusing on AI and cloud computing. Microsoft's Azure cloud business crossed $100 billion in annual revenue, driven by AI demand.

SanDisk's 2,107% one-year surge, driven by AI storage demand, has reclassified Apple and Microsoft as value stocks in indexes, according to Morningstar. SanDisk reported $20.2B revenue for fiscal 2026, with analysts targeting $2,125 and a $15.5B buyback authorized. Its performance has increased tech weighting in value indexes to 20%.

Microsoft (MSFT) and Alphabet (GOOGL) reported earnings, with Azure growing 43% and Google Cloud surging 82%. Alphabet's valuation is cheaper, but Microsoft generated $20B in free cash flow while Alphabet's turned negative. Analysts highlight AI capex ROI as a key risk for both.

Microsoft plans to expand its data center capacity from 12 GW to 38 GW by 2032, aiming to address capacity shortages that have led to lost clients and service restrictions. The expansion, the largest in the company's history, faces political and physical constraints, including grid interconnection delays and community opposition. Microsoft's capital expenditures reached $145 billion in fiscal year 2026, with additional lease commitments totaling $329 billion. The company has also extended the es

Microsoft may expand its data-center capacity to 38 gigawatts by 2032, over three times its current 12 gigawatts, with AI-focused infrastructure accounting for about one-third, according to Bloomberg. The company is also considering longer lease periods to spread costs. Microsoft expects capital expenditure to reach $50 billion by Q1 FY2027 and $175 billion for 2026.

Microsoft plans to expand its data center capacity to 38 gigawatts by 2032, up from 12 gigawatts, to meet AI and cloud demand. The company reported Q2 2026 net income of $38.46 billion and revenue of $81.27 billion, with capital expenditure reaching $175 billion. MSFT shares closed at $490.04 on 10 September 2026, down 0.74% on the day.