While Microsoft has backed off some leases recently with its data center buildout, both Amazon (AMZN 2.01%) and Alphabet (GOOGL 2.79%) (GOOG 2.56%) look prepared to go full steam ahead.
Microsoft still plans to spend around $80 billion on infrastructure capital expenditures (capex) for artificial intelligence (AI) this fiscal year, but its fiscal year ends in June, only a couple of months from now. However, it’s pausing some early-stage projects, apparently…
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https://www.fool.com/investing/2025/04/13/amazon-and-alphabet-bet-big-on-ai-why-history-says/
