OPEX
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 10, 2026 by M.G. Siegler · across every show →
Everything said about OPEX, oldest first
Aug 10, 2026 neutral
Microsoft Shifted CapEx to OpEx by Extending Data Center Leases
“In this quarter, they decided that they were going to basically change the way that they account for their data center leases. And so historically they've actually Considered them to be 15 years. And that basically meant that they were you know, taking on the …”