Microsoft's capex "misses expectations"! "Compute landlords" see share prices slump collectively in after-hours trading.

Zhitong Finance APP has learned that Microsoft (NASDAQ: MSFT) released its latest quarterly report on Wednesday, U.S. Eastern Time. Although revenue from its cloud computing business Azure surged 48% year-over-year, its capital expenditure figures fell short of market expectations, raising market concerns that cloud computing leasing providers (CRWV.US) and Nebius (NBIS.US), which serve as its computing infrastructure partners, may see a slowdown in the delivery progress of data center capacity. Following the announcement, the share prices of the related companies fell collectively in after-hours trading.