The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

Microsoft → unnamed vendor(s) — n/a — financing

$175.0B (estimate) — 🕰 **Correction, not addition: Microsoft's 07-29 earnings call did NOT leave FY27 capex guidance purely qualitative, as this map's own record stated.** CFO Amy Hood gave a hard figure — "approximately $175 billion" — tied to a 15-to-25-year useful-life accounting change that shift (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

high confidence · as of 2026-08-31T00:00:00Z ·

$175.0B (estimate) — 🕰 **Correction, not addition: Microsoft's 07-29 earnings call did NOT leave FY27 capex guidance purely qualitative, as this map's own record stated.** CFO Amy Hood gave a hard figure — "approximately $175 billion" — tied to a 15-to-25-year useful-life accounting change that shift (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)


the working

Basis

$175.0B (estimate) — 🕰 **Correction, not addition: Microsoft's 07-29 earnings call did NOT leave FY27 capex guidance purely qualitative, as this map's own record stated.** CFO Amy Hood gave a hard figure — "approximately $175 billion" — tied to a 15-to-25-year useful-life accounting change that shift (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.