Microsoft spent $6.5 billion less than expected on AI infrastructure, but it wasn't by choice
Summary
Microsoft spent $45.2 billion on capital expenditures, including finance leases, in the September quarter, compared with the $51.7 billion expected by analysts cited by the Financial Times. That's still around 30% more than a year earlier, illustrating just how expensive the AI infrastructure race has become.
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Microsoft spent $6.5 billion less than expected on AI infrastructure, but it wasn't by choice
Microsoft spent $45.2 billion on capital expenditures, including finance leases, in the September quarter, compared with the $51.7 billion expected by analysts cited by the Financial Times. That's still around 30% more than a year earlier, illustrating just how expensive the...
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