As I understand it, it was in part about their Azure miss more about capital exp... | Hacker News

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		spacephysics 1 day ago \| parent \| context \| favorite \| on: Nvidia shares are down after report that its OpenA... As I understand it, it was in part about their Azure miss more about capital expenditure and market anxiety around their OpenAI investment ROI. Also a portion of their Azure spend was some clever accounting they did if memory serves me https://www.geekwire.com/2026/microsofts-historic-plunge-why...

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