Microsoft And Meta's AI Spending Train Continues Full Steam ...
Big Tech’s AI spending shows no signs of slowing, as Microsoft ($MSFT) and Meta ($META) burn through $90B+ this year alone. Q3 results revealed that Microsoft has nearly tripled its typical capital expenditure ratio, while Meta plans to “continue investing significantly” in artificial intelligence despite Wall Street’s concerns. Still, they insist that these massive bets are already showing signs of success.
Build it, and they will come?
Amidst the heavy spending, Microsoft’s AI products, like data centers, OpenAI subscriptions, and GitHub Copilot, are already tracking toward $10B in annual revenue — their fastest business to reach this milestone. Meanwhile, Meta’s AI-powered ad improvements are driving 7% higher conversion rates for advertising clients. With both giants doubling down on infrastructure for 2025, the AI spending train isn’t just running full steam — it’s laying down entirely new tracks.
