AI Capex Tracker

Microsoft summary

capex · Hyperscaler

USD 45.2bn1

Reported. FY2027 Q1. Includes finance lease additions; cash payments have a different timing basis. Earnings call figures rounded to USD 0.1bn. The FY2027 useful-life update shifts some future data center leases to operating leases, affecting comparability. One summary only; see the dedicated hyperscaler series. Original disclosure.

Verified

Disclosure dated 2026-10-28

Read the full Microsoft quarterly history at Hyperscalers Capex. This ledger retains one summary for context.

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What this value measures

With lease additions. Includes finance lease additions; cash payments have a different timing basis. Earnings call figures rounded to USD 0.1bn. The FY2027 useful-life update shifts some future data center leases to operating leases, affecting comparability. One summary only; see the dedicated hyperscaler series. Source definition.

Keep capex separate from other value types. Annual totals, forecast vintages, programme components and customer contracts can describe overlapping infrastructure. Read the overlap rules.

The reading

Amounts in source currency, billions
Company / programme Reporting entity, programme owner or contract seller. Editorial grouping follows the named source.
Microsoft 1
Sector Editorial sector classification based on the disclosed business or programme.
Hyperscaler 1
Value type Capex is reported expenditure; commitment is a purchase agreement or announced investment; guidance is a forecast; programme budget is a policy envelope. Types are never summed.
capex 1
Amount bn Monetary amount in billions of the stated currency. The qualifier identifies ceilings, floors and approximations. Null means no exact monetary value disclosed.
45.2 1
Currency Source currency, retained without FX conversion. Applies only to monetary amounts; compare within a single currency.
USD 1
Qualification Reported, approximate, range, upper/lower bound or plan status, as stated in the source.
Reported 1
Period / horizon Original fiscal period or announced multi-year horizon. Annual totals overlap quarters; future horizons do not imply actual spend.
FY2027 Q1 1
Disclosure date Date of the cited disclosure or its stated update. Null where a precise date was not verified. Access date is separately recorded.
2026-10-28 1
Measurement basis Accounting or contractual definition. Customer lease revenue is a commitment by the customer, not vendor capex; investment plans are prospective.
With lease additions 1
Dedicated series Editorial navigation to the matching hyperscaler company series; financial amounts use the original disclosure.
https://hyperscalerscapex.com/company/microsoft/ 2

Sources

  1. Microsoft — summary accessed 2026-11-11
  2. Dedicated hyperscaler company series accessed 2026-11-11

Cite this reading

AI Capex Tracker, “Microsoft summary”, https://aicapextracker.com/microsoft-summary/ (verified 2026-11-11).

Compilation: CC BY 4.0. CSV or JSON with provenance.

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