Microsoft’s AI CapEx Is Surging, but CFO Amy Hood Says the Company Can Hit the Brakes on GPU Spending if Demand Cools: ‘You Just Slow Down’
MSFT says its surging AI spending remains flexible, allowing it to slow GPU investments if demand cools while continuing to expand capacity.
Microsoft is spending a lot of money on AI computers right now, but their leader says they can spend less if customers stop wanting AI as much. This shows they're being thoughtful about not wasting money if things change.
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