Microsoft can sustain $200 billion annual capex spending without materially impacting its viability, meaning credit risk is primarily about the business cycle, not capex affordability for mega-caps.
factualpending
Speaker
Jeffrey ShermanEvidence Quote
“Microsoft can blow 200 billion dollars a year and it doesn't matter, right? They're going to have revenues.”
Created: 8/12/2026, 10:36:49 PM
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