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Microsoft, Meta and AI spending

Digest more
 · 16h
Meta soars after proving AI spend while Microsoft struggles to please
Meta appeared to gain approval from investors to keep putting money into AI as shares jumped 8% post-earnings.

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 · 1d
Microsoft and Meta earnings put a focus on payoffs from AI spending
 · 2d · on MSN
Meta’s AI spending spree weighs on earnings outlook

Microsoft, AI and Cloud

Digest more
 · 14h · on MSN
Perplexity inks Microsoft AI cloud deal amid dispute with Amazon
AI startup Perplexity inked a $750 million deal with Microsoft Corp. to use its Azure cloud service amid a legal feud with Perplexity’s longtime cloud partner, Amazon.com Inc.

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 · 13h
Perplexity signs $750 million AI cloud deal with Microsoft, Bloomberg News reports
techbooky.com · 1d
Microsoft Earnings Show Rising AI Spend, Cloud Under Scrutiny

Microsoft drops

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Top News
Overview
Impacts
 · 1d
Microsoft reports huge spending surge due to AI
Microsoft's capital expenditures surged 66% in the December quarter as the company rushed to spend on artificial-intelligence infrastructure.

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 · 1d · on MSN
Microsoft drops after reporting record spending on AI hardware
 · 1d
Microsoft’s AI Spend Is Starting To Spook Investors
 · 14h
Microsoft plunges, Meta rallies as investors demand AI payoffs
Big Tech earnings so far this week have sent a clear ​warning: investors are willing to overlook soaring spending on artificial intelligence if it fuels strong growth, but are quick to punish companie...

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 · 16h
Microsoft Drops Most Since 2020 Amid Slowing Cloud Growth
 · 1d
Microsoft shrugs off AI bubble fears again with strong financial results
 · 13h
Stock Market Today, Jan. 29: Microsoft Falls After Azure Growth Slows and AI Spending Raises Investor Concerns
Despite growing sales and earnings per share by 17% and 24% during the second quarter -- easily surpassing Wall Street’s expectations -- Microsoft stock sold off 10% today.

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 · 1d
Microsoft's Azure Capacity Crunch Highlights Growing Dependence on OpenAI
EconoTimes · 1d
Microsoft AI Spending Surge Sparks Investor Jitters Despite Solid Azure Growth
10h

Microsoft Plunges, Meta Rallies As Investors Demand AI Payoffs

Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta gained 10%.
16hon MSN

Satya Nadella insists people are using Microsoft’s Copilot AI a lot

With Microsoft spending many billions on data centers, and rumors that no one is using its AI, CEO Satya Nadella shared some usage numbers.
17hon MSN

Slowing cloud growth and huge AI spending: Why Microsoft's stock is plunging the most in nearly 6 years

Shares dropped the most since March 2020 on Thursday, with investors fleeing the stock amid slower cloud growth and big spending on AI.
CRN
20h

Microsoft Q2 Earnings: CEO Nadella Defends AI Investments

Microsoft CEO Satya Nadella talks Copilot, Azure, AI, agents, OpenAI and more on the company’s Q2 earnings call.
14hon MSN

Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says

Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.
1d

Microsoft just upgraded Copilot AI and you might like these new features

Microsoft just rolled out Copilot upgrades that make it easier to pick up old chats, handle longer prompts, and use Copilot on Mac and iPhone. Some features arrive in waves, starting with memory in the US.
1d

Just how much is Microsoft spending on AI?

Microsoft's capital expenditures, viewed as a barometer for artificial-intelligence spending, may have topped a milestone figure in the latest quarter. The company hasn't spent upwards of $20 billion on capital expenditures in any quarter going back at least to the end of 2021,
CoinDesk
1d

Meta and Microsoft continue going big on AI spending. Here's how bitcoin miners could benefit

In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, well ahead of consensus forecasts.
3d

Microsoft reveals second generation of its AI chip in effort to bolster cloud business

With its newest AI chip, Microsoft plans "wider customer availability" after its initial product was only used for internal projects.
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