Microsoft’s $146B AI spending spree is spooking investors — and could lead to its worst quarter since 2008
windowscentral.com Mar 28, 2026

Microsoft’s $146B AI spending spree is spooking investors — and could lead to its worst quarter since 2008

AI-summarised brief · reviewed before publication

Microsoft is facing its worst quarter since 2008 due to its heavy investment in AI, with a $146 billion infrastructure spend in 2026. Despite a 17% revenue increase to $81.3 billion, investors are concerned about the company's data center and AI spending. Microsoft CEO Satya Nadella claims AI is paying off, but only 3.3% of users pay for Copilot, raising concerns about the strategy's viability. Analysts remain optimistic about the long-term benefits.