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Microsoft lifts 2026 AI spend by $25 billion to cover component price rises

1 month 1 week ago
Will write checks for $190 billion and even those megabucks may not satisfy demand

If you've felt the sting of surging hardware prices, Microsoft can sympathize because the company on Wednesday said it expects its 2026 capital expenditure will hit $190 billion, with $25 billion of that due to rising component costs.…

Tobias Mann

Amazon chips no longer just a side dish, they're a $20B biz

1 month 1 week ago
The Trainium train keeps a-rollin'

Amazon is now among the top three datacenter chip businesses in the world, as its semiconductor business surpassed a $20 billion annual run rate ... and it would be closer to $50 billion if it included itself among the customers, CEO Andy Jassy said during the company’s first quarter earnings call on Wednesday.…

O'Ryan Johnson