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

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. Memory and storage prices have skyrocketed since last northern autumn, in some cases more …

[Jou (Mxyzptlk)]

Someone has to actually do it...

I feel a disconnection between "Plan, Promise" and "Actually doing" here.

[Vader]

The current Ai gold rush and a black hole and it will never be filled.

[IGotOut]

What demand?

How many AI boosters go "Damn I was going to run this, but I can't find enough "AI" availablity. I wish there were just more GPUs so I could run this!"