--- format: "aidr-story-markdown/v1" id: "b6af06bf4c34cfc9a61bffc15c2a99cb5d141b0a048da2a08b88ef865778a521" canonical_url: "https://aidr.today/b6af06bf?lang=en" title: "Microsoft's Cloud Backlog Slips as Supply Chain Delays Pull Forward AI Spending" lang: "en" requested_lang: "en" available_langs: ["en","vi"] translation_fallback: null fallback_fields: [] published_at: "2026-10-28T23:09:22.000Z" category: "Industry" topics: ["microsoft","funding"] source_urls: ["https://marketbrief.now/earnings/microsofts-cloud-backlog-slips-as-supply-chain-delays-pull-forward-ai-sp-ca0f9bb7","https://x.com/financialjuice/status/2115534685493199252","https://x.com/wallstengine/status/2115564712364564620","https://x.com/RHouseResearch/status/2115563996875239506","https://x.com/RihardJarc/status/2115535114637894043","https://x.com/zerohedge/status/2115538880971563163","https://x.com/TheTranscript_/status/2115567064685617615","https://x.com/RHouseResearch/status/2115574235863425181"] summary: "Microsoft's first-quarter capital expenditures were $45.2B, below the $50B projection due to postponed third-party capacity deliveries and GPU-as-a-service contracts, while revenue of $92.3B beat estimates and Azure cloud revenue grew 48% to $33.2B." --- # Microsoft's Cloud Backlog Slips as Supply Chain Delays Pull Forward AI Spending > [Open the canonical story]() **Published:** 2026-10-28T23:09:22.000Z **Category:** Industry **Topics:** microsoft, funding ## Summary Microsoft's first\-quarter capital expenditures were $45\.2B, below the $50B projection due to postponed third\-party capacity deliveries and GPU\-as\-a\-service contracts, while revenue of $92\.3B beat estimates and Azure cloud revenue grew 48% to $33\.2B\. ## Sources - [Story source]() - [Story source]() - [Supporting source]() - [Supporting source]() - [Supporting source]() - [Supporting source]() - [Supporting source]() - [Supporting source]()