Jim Cramer Discusses Microsoft’s Capital Expenditure Growth

Group 1 - Microsoft Corporation (NASDAQ:MSFT) is heavily investing in AI-related technologies, with nearly $35 billion in capital expenditures last quarter, exceeding previous guidance of over $30 billion [1] - The company is increasing its spending on graphics processing units (GPUs), which are essential for AI applications and are produced by Nvidia [1] - Microsoft develops a range of products including Windows, Azure, Office, LinkedIn, and Xbox, positioning itself as a key player in both software and cloud-based solutions [2] Group 2 - While Microsoft is recognized for its potential as an investment, there are other AI stocks that may offer greater upside potential and lower downside risk [3] - The article suggests that certain undervalued AI stocks could benefit from trends such as Trump-era tariffs and onshoring [3]