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

The Register
Tobias Mann

Will write checks for $190 billion and even those megabucks may not satisfy demand 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.…