Microsoft expects to spend $30 billion next quarter on AI infrastructure and more
Microsoft says CapEx could climb 24% to $30 billion next quarter
Nearly half of this is destined to CPU and GPU spend
Azure cloud business continues to perform strongly thanks to efficiency gains
Microsoft has confirmed plans to invest over $30 billion in capital expenditures next quarter alone, making it the most expensive quarter for the company to date.
If Microsoft follows through, it would mark a 24% increase over its most recent financial quarter, during which the company allocated $24.2 billion to capital spending.
Although more than half went to long-lived assets with more than 15 years’ monetization potential, most of the remainder was dedicated purely to CPUs and GPUs for growing AI workloads, highlighting not only the scale of the potential, but how much interest Microsoft has, when it has the budget to allocate billions to AI.
