Why Microsoft is asking Google and Amazon, two of its biggest Cloud rivals, for 'help' despite spending $190 billion on AI
Microsoft is spending a record $190 billion on AI infrastructure this year, yet it is still short on computing capacity. A Business Insider report says the company is now evaluating Amazon and Google for extra cloud capacity, after Amazon helped during GitHub outages. Inside Microsoft, CFO Amy Hood's compute pecking order puts Copilot first and Azure customers last, and executives say that message is hard to sell.
Microsoft is spending a record $190 billion on AI infrastructure this year, yet it is still short on computing capacity. A Business Insider report says the company is now evaluating Amazon and Google for extra cloud capacity, after Amazon helped during GitHub outages. Inside Microsoft, CFO Amy Hood's compute pecking order puts Copilot first and Azure customers last, and executives say that message is hard to sell.
