On Wednesday, Microsoft Corp.
(NASDAQ:MSFT) said its rapidly rising AI capital expenditures remain flexible, with CFO Amy Hood highlighting the company’s ability to slow GPU and CPU investments if demand weakens.
Microsoft Says AI Demand Still Exceeds Available Supply During the fourth-quarter earnings call, Bernstein analyst Mark Moerdler asked how Microsoft planned to manage rising hardware and component costs without sharply increasing prices or hurting margins.
Hood said Microsoft is currently operating in an environment where AI demand is outpacing available computing capacity.
"Demand exceeds available supply in a sort of relatively extreme moment," she said.
