The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

Microsoft → unnamed vendor(s)

$50.0B (floor) — On its earnings call of October 28, 2026, as transcribed by The Motley Fool, Chief Financial Officer Amy Hood said that in the second quarter of fiscal year 2027 (the three months ending December 31, 2026) capital expenditures spend is expected to be over $50 billion. (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

low confidence · as of 2026-10-01T00:00:00Z ·

$50.0B (floor) — On its earnings call of October 28, 2026, as transcribed by The Motley Fool, Chief Financial Officer Amy Hood said that in the second quarter of fiscal year 2027 (the three months ending December 31, 2026) capital expenditures spend is expected to be over $50 billion. (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)


the working

Basis

$50.0B (floor) — On its earnings call of October 28, 2026, as transcribed by The Motley Fool, Chief Financial Officer Amy Hood said that in the second quarter of fiscal year 2027 (the three months ending December 31, 2026) capital expenditures spend is expected to be over $50 billion. (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

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