What Are Companies Getting for All That A.I. Spending?
Microsoft reported $100 billion in Azure cloud revenue for the fiscal year, an impressive 33% increase from 2025. Shareholders are highly skeptical that Meta can recoup its AI costs, while they've been mostly positive recently about Microsoft's AI investments. I still believe Alphabet's AI spending could eventually pay off for the company, because it's in a similar position as Microsoft.
Sources
- https://seekingalpha.com/article/4929576-asia-defense-spending-surge
- https://www.fool.com/investing/2026/08/03/microsoft-just-proved-that-ai-spending-can-pay-off/?referring_guid=548f7e0a-56d9-440d-9e4c-f45195b838ce
- https://www.tpr.org/science-technology/2026-08-03/for-those-with-criminal-records-ai-is-breaking-down-barriers-to-employment