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Meta and Microsoft report ballooning AI expenses

AI hyperscalers are rushing to bolster computing power, but it's making some investors nervous.

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Meta and Microsoft report ballooning AI expenses

Meta and Microsoft disclosed AI capex surge: Meta +55% expenses to $42B (2026 capex $130-145B), Microsoft +70% to $41B, two-thirds for CPU/GPU. The capex race raises investor ROI concerns and asset obsolescence risk, forcing tech leaders to weigh cloud partnership against in-house hardware investment.

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mercoledì 29 luglio 2026·hindustantimes.com
Why Wall Street is questioning big tech's AI spending ahead of Microsoft and Meta earnings
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Meta and Microsoft report ballooning AI expenses

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Meta and Microsoft report ballooning AI expenses

Timeline cronologica

Meta, Microsoft earnings loom as AI-related bond cracks emerge

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Meta and Microsoft report ballooning AI expenses

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