AI Infrastructure Spending Hits Record for Microsoft

Revenue Growth & Expectations - Trillion-dollar companies, Microsoft and Meta, are posting over 20% revenue growth quarter-on-quarter, exceeding expectations [1] - Microsoft is experiencing 18% growth [1] - Meta is signaling a potential 25% growth for the next quarter [1] Capital Expenditure (CapEx) & Investment - Microsoft's ASEAN number is $75 billion, revealing CapEx spending for generative AI [2] - Companies are committing to higher CapEx spending, indicating firepower for further investment in AI [3] - Meta's generative AI is improving ad performance, leading to a 9% increase in ad pricing [3] - Companies are investing heavily in talent, including $200 million pay packages, to scale AI [4] AI & Superintelligence - Companies are focusing on making AI more personable, aiming for a superintelligence helper for personal use [4] - Meta is articulating the implications of superintelligence lapse for their business [3] - The vindication in CapEx comes through increased app usage driven by AI advancements [5]