Microsoft
The AI Supercycle: Microsoft’s Azure Poised to Lead as Big Tech Capex Projections Surge for 2026
As of December 25, 2025, the global technology landscape has officially entered what analysts are calling the "Industrial AI Era." The initial wave of experimentation that defined the early 2020s has been replaced by a massive, infrastructure-heavy deployment phase, with Microsoft (NASDAQ:MSFT) emerging as the primary architect