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

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

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.

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

For the quarter, Microsoft is expected to report earnings per share (EPS) of $3.92 on revenue of $80.3 billion, according to Bloomberg analyst consensus estimates. That’s up from an EPS of $3.23 and revenue of $69.6 billion the company saw in Q2 last year.

The software giant is vying for a bigger piece of the AI pie.

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

Microsoft says its new Maia 200 chip outperforms Amazon's and Google's latest AI silicon on key benchmarks.