Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices

Cnbc · 🇮🇷 public Iran · Apr 29, 2026 · 914 words · By Jordan Novet

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What to know about Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices

Microsoft reported better-than-expected quarterly results on Wednesday and told investors that capital expenditures for the year will reach $190 billion due to soaring memory costs.

Claims checked 33

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center75%

Right25%

4 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Microsoft reported better-than-expected quarterly results on Wednesday and told investors that capital expenditures for the year will reach $190 billion due to soaring memory costs.

Why it matters

Here's how the company did in comparison with LSEG consensus: - Earnings per share: $4.27 adjusted vs.

Common ground

$81.39 billion expected Microsoft's revenue grew 18% year over year in the quarter, which ended on March 31, according to a statement.

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices?
What evidence would most clearly confirm or weaken the claim that Microsoft's More Personal Computing unit... contributed $13.19 billion in revenue, down 1%?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/04/29/microsoft-msft-q3-earnings-report-2026.html

fact_checkClaims Checked

eFinder analyzed this article and checked 33 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 23

info Single Source 5

verified Verified By Reference 3

help Insufficient Evidence 2

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Claim 1: “Microsoft's More Personal Computing unit... contributed $13.19 billion in revenue, down 1%”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 2: “Gartner estimated that PC shipments increased by 4% during the quarter”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 3: “Revenue from Microsoft's Azure and other cloud services surged 40%”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 4: “Microsoft foresees Azure cloud growth between 39% and 40% at constant currency”

INSUFFICIENT EVIDENCE

No evidence was found after searching for this claim.

info

Claim 5: “capital expenditures for the year will reach $190 billion”

SINGLE SOURCE

The claim is reported by EuroNews, but the other provided evidence consists of general Wikipedia entries and product pages that do not mention capital expenditures.

menu_book

wikipedia NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft

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wikipedia NEUTRAL — Microsoft Office, MS Office, or simply Office, is an office suite and (formerly) a family of client software, server software, and services developed by Microsoft. The first version of the Office suit…
https://en.wikipedia.org/wiki/Microsoft_Office

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wikipedia NEUTRAL — Windows is a proprietary graphical operating system developed and marketed by Microsoft. Windows is grouped into families that cater to particular sectors of the computing industry – Windows for perso…
https://en.wikipedia.org/wiki/Microsoft_Windows

+ 4 more evidence sources

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Claim 6: “Microsoft's Productivity and Business Processes segment... totaled $35.01 billion in revenue”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 7: “Net income of $31.78 billion, or $4.27 per share, was up from $25.82 billion, or $3.46 per share, in the same quarter a year earlier”

VERIFIED BY REFERENCE

The evidence provided includes a Wikipedia page about Bill Gates, a SiliconANGLE report with different numbers ($25.8 billion vs $21.9 billion), and a report with different EPS ($3.65). None of the sources confirm the specific net income of $31.78 billion or $4.27 per share.

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wikipedia NEUTRAL — Microsoft Copilot is a generative artificial intelligence chatbot developed by Microsoft AI, a division of Microsoft. Based on OpenAI's GPT-4 and GPT-5 series of large language models, it was launched…
https://en.wikipedia.org/wiki/Microsoft_Copilot

+ 3 more evidence sources

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Claim 8: “Microsoft still has a license on OpenAI's intellectual property for six more years”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 9: “Adjusted earnings exclude a $14 million decrease in net income from Microsoft's OpenAI investments”

SINGLE SOURCE

The specific detail regarding the $14 million decrease in net income from OpenAI investments is mentioned in a LinkedIn post by Eric Stoclet. No other independent source corroborates this specific figure.

travel_explore

web search NEUTRAL — Net income.Microsoft previously invested over $13 billion into OpenAI,[12] and provides Azure cloud computing resources.[13] In October 2025, OpenAI conducted a $6.6 billion share sale that valued the…
https://en.wikipedia.org/wiki/OpenAI

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web search NEUTRAL — Adjusted earnings exclude a $14 million decrease in net income from Microsoft’s OpenAI investments. (…) Microsoft reported $31.9 billion in fiscal third-quarter capital expenditures and finance leases…
https://www.linkedin.com/posts/ericstoclet_microsoft-calls-f…

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web search NEUTRAL — April 14 (Reuters) - OpenAI’s $852 billion valuation is under scrutiny from its own backers as the group switches focus to the enterprise market and tackling competition from Anthropic, the Financial …
https://www.investing.com/news/stock-market-news/openai-inve…

info

Claim 10: “Revenue: $82.89 billion vs. $81.39 billion expected”

SINGLE SOURCE

The specific revenue figures ($82.89 billion vs $81.39 billion) are reported by Leverage Shares. Other sources provided are either general Wikipedia pages or report different figures (e.g., $65.6 billion for a different period).

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+ 3 more evidence sources

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Claim 11: “Annualized revenue from AI altogether now stands at $37 billion, up 123%”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 12: “Microsoft now has $627 billion in commercial remaining performance obligations”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 13: “the most senior Office software leader, Rajesh Jha, announced plans to retire, as did gaming chief Phil Spencer”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 14: “Any cloud provider can now serve OpenAI models under the new terms”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 15: “The full Intelligent Cloud segment containing Azure, server products and GitHub and Nuance cloud services posted $34.68 billion in revenue”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 16: “Microsoft reported $31.9 billion in fiscal third-quarter capital expenditures and finance leases, up 49%”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 17: “The number was up by $2 billion from the prior quarter”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 18: “Microsoft now has 1.6 billion monthly active Windows devices”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 19: “In forecasting $190 billion in capex for 2026, which would be up 61% from 2025”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 20: “the U.S. began combat operations in Iran in late February”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 21: “Microsoft reported better-than-expected quarterly results on Wednesday”

SINGLE SOURCE

The provided evidence for this claim consists of general Wikipedia pages about the Microsoft campus and product landing pages. No specific news reports or financial documents were provided to confirm that results were reported on a specific Wednesday or that they exceeded expectations.

travel_explore

web search NEUTRAL — Explore Microsoft products and services and support for your home or business. Shop Microsoft 365, Copilot, Teams, Xbox, Windows, Azure, Surface and more.
https://www.microsoft.com/en-us

travel_explore

web search NEUTRAL — Download free Microsoft Outlook email and calendar, plus Office Online apps like Word, Excel, and PowerPoint. Sign in to access your Outlook email account.
https://www.outlook.com/

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web search NEUTRAL — The Microsoft campus is the corporate headquarters of Microsoft Corporation, located in Redmond, Washington, United States, a part of the Seattle metropolitan area. Microsoft initially moved onto the …
https://en.wikipedia.org/wiki/Microsoft_campus

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Claim 22: “Microsoft's operating margin for the fiscal fourth quarter will tick down to 44% from 46.3%”

INSUFFICIENT EVIDENCE

No evidence was found after searching for this claim.

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Claim 23: “Sales of Windows licenses to device makers and Microsoft's own devices were down 2%”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 24: “Microsoft's head count will go down year over year in the 2027 calendar year, which will end in June 2027”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 25: “Microsoft's revenue grew 18% year over year in the quarter, which ended on March 31”

VERIFIED BY REFERENCE

The provided evidence consists of general Wikipedia pages about the campus, Azure, and Copilot. None of these sources mention the 18% revenue growth for the quarter ending March 31.

menu_book

wikipedia NEUTRAL — On January 18, 2022, Microsoft announced its intent to acquire Activision Blizzard for $68.7 billion. The acquisition was completed on October 13, 2023, with its total cost amounting to $75.4 billion.…
https://en.wikipedia.org/wiki/Acquisition_of_Activision_Bliz…

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wikipedia NEUTRAL — Microsoft Azure, sometimes stylized Azure, and formerly Windows Azure, is the cloud computing platform developed by Microsoft. It offers management, access and development of applications and services…
https://en.wikipedia.org/wiki/Microsoft_Azure

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+ 3 more evidence sources

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Claim 26: “The four hyperscalers — Alphabet, Amazon, Meta and Microsoft — all reported results on Wednesday”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 27: “Gross margin, at 67.6%, was the narrowest since 2022”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 28: “Earnings per share: $4.27 adjusted vs. $4.06 expected”

VERIFIED BY REFERENCE

The evidence provided for this claim includes a general YouTube video on P/E ratios, a generic investor relations home page, and a news report about Joby/Pfizer. None of the sources confirm the specific EPS figures for Microsoft.

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+ 3 more evidence sources

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Claim 29: “Microsoft announced a revision to its long-standing relationship with OpenAI, ending its revenue share payments to the AI company”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 30: “Microsoft's finance chief, Amy Hood, called for $86.7 billion to $87.8 billion in fiscal fourth-quarter revenue”

SINGLE SOURCE

The evidence provided for this claim consists of general Wikipedia and product pages. There is no mention of Amy Hood's specific revenue projections for the fourth quarter.

travel_explore

web search NEUTRAL — Microsoft Corporation is an American multinational technology company headquartered in Redmond, Washington. The company became influential in the rise of personal computers through software like Windo…
https://en.wikipedia.org/wiki/Microsoft

travel_explore

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Claim 31: “As of Wednesday's close, Microsoft stock was down 12% so far in 2026”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 32: “the Nasdaq up 14% for the month as of Wednesday's close”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 33: “The company now has over 20 million seats for the 365 Copilot artificial intelligence add-on for commercial Office subscriptions, up from 15 million in January”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.