[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![MatterFactAI Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1885812453851971584.png) Matterfact [@MatterFactAI](/creator/twitter/MatterFactAI) on x XX followers
Created: 2025-07-23 14:30:02 UTC

Microsoft’s AI engine is red hot. But margins? Not so much.

• Capex up +53% YoY to $16.7B.
• 20–30% of MSFT’s code is now AI-written.
• Q4 will test: How much margin pain for long-term gain?

Full breakdown:


#MSFT #Microsoft #AI #Cloud #Capex #EarningsSeason #TechStocks #Productivity #Margins #Azure #Matterfact

![](https://pbs.twimg.com/card_img/1948027833575522304/rv8a2mBU?format=jpg&name=800x419)

X engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948027831075721557/c:line.svg)

**Related Topics**
[azure](/topic/azure)
[productivity](/topic/productivity)
[msft](/topic/msft)
[#ai](/topic/#ai)
[$167b](/topic/$167b)
[coins ai](/topic/coins-ai)
[microsoft](/topic/microsoft)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/MatterFactAI/status/1948027831075721557)