Microsoft holds capital spending forecast steady at $175 billion after accounting change
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Microsoft maintained its annual capex outlook (recast to $175B due to an accounting change), signaling discipline amid AI data-center spending concerns. The contrast with Alphabet and Meta's higher capex plans may ease fears of unchecked infrastructure outlays, even as memory-cost inflation has driven a large share of recent capex growth. Near term, the news supports MSFT sentiment while highlighting ongoing AI supply-chain cost pressures.
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Microsoft said on its earnings call that it is maintaining its annual capital expenditure guidance, now listed as $175 billion after an accounting change, with spending focused on AI data center buildouts. Alphabet recently raised its capex projection by $15 billion, and Meta lifted the midpoint of its range by $2.5 billion. Google, Amazon, Microsoft, and Meta have outlined plans to spend more than $700 billion this year largely on AI data centers. Soaring memory prices can explain about 45% of this year’s capex growth at big cloud companies, earlier research found.
