$Broadcom(AVGO)$ MSFT is expan

$Broadcom(AVGO)$ MSFT is expanding AI capex as well. Microsoft CFO Amy Hood said on a call with analysts that calendar-year 2026 capital expenditures would reach about $170 billion, with the company expecting capex to exceed $50 billion during the current quarter. Microsoft said its first-quarter capex reached $45.2 billion, higher than the previous quarter.

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