Microsoft's $190B AI Bet: Why Memory Costs Have CFOs Worried
Microsoft's capex jumped 61% to $190B—$25B from memory alone. Big Tech hits $725B total. Google proves ROI, but investors question Microsoft and Meta.
May 2, 2026 · 12 min readAI Spending
Every THE D[AI]LY BRIEF article on AI Spending — enterprise AI analysis, benchmarks, vendor comparisons, and ROI frameworks for technology and business leaders. Updated as new coverage publishes.