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Stock impact report

The big wrinkle in the multitrillion-dollar AI buildout [CNN]

Microsoft Corporation (MSFT) 
Last microsoft corporation earnings: 4/29 04:06 pm Check Earnings Report
US:NASDAQ Investor Relations: microsoft.com/en-us/investor
Company Research Source: CNN
New York — Tech giants are shelling out hundreds of billions of dollars on artificial intelligence infrastructure — mainly, data centers and the chips that power them. It's an investment they say will set the stage for AI to overhaul our economy, our jobs and even our personal relationships. This year alone, tech firms are expected to pour $400 billion into AI-related capital expenditures. A portion of that will almost certainly put a recurring strain on companies' balance sheets. And for companies hinging their future on AI, the question of how frequently they'll have to upgrade or replace advanced chips is a critical one — especially since there's growing skepticism of whether AI will produce returns large or quickly enough to recoup both existing investments and cover future infrastructure costs. That's fueling concerns around an AI bubble — worries that the hype around and spending on AI is out of sync with its true value. Those worries come as the “Magnificent Seven” tec Show less Read more
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