{"id":1025865,"date":"2026-08-03T11:12:58","date_gmt":"2026-08-03T05:42:58","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1025865"},"modified":"2026-08-03T11:12:58","modified_gmt":"2026-08-03T05:42:58","slug":"microsoft-amazon-and-alphabet-earnings-reveal-the-next-challenge-in-the-ai-race-it-isnt-only-chips-now","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/08\/03\/microsoft-amazon-and-alphabet-earnings-reveal-the-next-challenge-in-the-ai-race-it-isnt-only-chips-now\/","title":{"rendered":"Microsoft, Amazon and Alphabet earnings reveal the next challenge in the AI race: \u2018It isn&#8217;t only chips now\u2026\u2019"},"content":{"rendered":"<p>Despite fears about AI spending, the latest earnings from Big Tech show that demand for AI infrastructure remains resilient. Strong cloud growth at Microsoft, Amazon and Alphabet suggests their AI investments are beginning to pay off. The companies also committed aggressive capital spending plans, providing fresh evidence that demand for AI chips, data centres and related infrastructure will remain strong.<\/p>\n<p>Acknowledging that the demand is real, Sandeep Nambiar, Co-Founder and CEO, OneCap, says, \u201cFor example, Microsoft is carrying $678 billion of contracted future revenue, up 84%. Those aren&#8217;t empty data centres waiting on customers.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Despite fears about AI spending, the latest earnings from Big Tech show that demand for AI infrastructure remains resilient. Strong cloud growth at Microsoft, Amazon and Alphabet suggests their AI investments are beginning to pay off. The companies also committed aggressive capital spending plans, providing fresh evidence that demand for AI chips, data centres and related infrastructure will remain strong. Acknowledging that the demand is real, Sandeep Nambiar, Co-Founder and CEO, OneCap, says, \u201cFor example, Microsoft is carrying $678 billion of contracted future revenue, up 84%. Those aren&#8217;t empty data centres waiting on customers.\u201d<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[55,13,4],"tags":[],"class_list":["post-1025865","post","type-post","status-publish","format-standard","hentry","category-it-2-live-mint","category-live-mint","category-newspapers"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1025865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1025865"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1025865\/revisions"}],"predecessor-version":[{"id":1025866,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1025865\/revisions\/1025866"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1025865"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1025865"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1025865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}