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Microsoft cuts 2026 capex outlook to about $170bn on delayed third-party GPU capacity, Alphabet holds $195bn to $205bn
What changed
CNBC reports Microsoft reduced its calendar-year capex forecast from $175 billion after third-party GPU providers' delays pushed some capacity into the first half of 2027. Alphabet kept its 2026 range of $195 billion to $205 billion and reported negative free cash flow of more than $9 billion for the quarter.
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