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It looks like Microsoft customers should expect continuing cloud capacity constraints and hefty Microsoft capital expenditure spending for the foreseeable future.

Microsoft closed out its fiscal 2026 and looked ahead to 2027 on its July 29 earnings call. Revenue in Q4 was $90 billion, up 18 percent from the year-ago quarter, while profit was $35...


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Just three years after introducing its AI-centric security offering, Security Copilot, Microsoft is rolling out yet another new end-to-end security platform called “Project Perception.” Perception will go into preview worldwide on Au...


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