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  "path": "/microsoft/is-microsoft-spending-from-a-position-of-strength-or-playing-catch-up",
  "publishedAt": "2026-05-01T09:06:58.000Z",
  "site": "https://www.windowscentral.com",
  "tags": [
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  "textContent": "Microsoft delivered another strong quarter with results that beat expectations, driven by cloud and AI demand. But an analyst says the key issue is whether Microsoft can turn its rising AI infrastructure spending into long‑term profit.",
  "title": "Is Microsoft \"spending from a position of strength or playing catch-up?\": Strong growth isn't enough to settle the AI spending debate."
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