Michael Burry Questions Microsoft’s AI Spending. Is Its Valuation Misleading?

Michael Burry has questioned whether Microsoft’s AI spending is driven by necessity, suggesting the company may be using its financial figures as leverage, according to Seeking Alpha. He argues Big Tech is spending wildly because it assumes it will be granted an oligopoly too big to fail. Michael Burry reportedly owns Microsoft Corporation (NASDAQ:MSFT) shares and long-dated call options, so this is skepticism about spending, not a short thesis.

Separately, the company made an accounting change at the start of fiscal 2027: it now assumes its data centers and office buildings last 25 years instead of 15. It’s worth examining because it changes how that spending is reported. Microsoft’s AI spending is under scrutiny, but its cybersecurity business offers another investment angle. See where it stands in our list of the 10 Best Cybersecurity Stocks to Buy According to Analysts.

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