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Analyst estimates suggest Microsoft could lead Big Tech in free cash flow by 2027, reaching $46.2B, while Alphabet, Meta, and Amazon face FCF pressure from AI infrastructure spending. Estimates remai…
Moody's warns AI-driven capex surge is eroding free cash flow and raising balance-sheet risk for major cloud providers, including Microsoft, as they shift to asset-heavy data center models.
Microsoft's strong cloud and AI demand drives a 28% Azure revenue growth despite elevated capital spending, attracting long-term investors amid solid cash flow and robust backlog.