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Meta Soars After Proving AI Spend While Microsoft Struggles to Please
Meta plans $115–$135 billion AI spending with 24% revenue growth, while Microsoft faces investor concerns over slower Azure growth and heavy AI/cloud expenses.
Podcasts & Opinions
5 Articles
5 Articles
Meta vs. Microsoft: Michael Ni on the AI CapEx Divergence
Meta vs. Microsoft: Michael Ni on the AI CapEx Divergence | With Mike Ni Hannah Mason Fri, 30 Jan 2026 - 08:43 Michael Ni Vice President and Principal Analyst Constellation Research Michael Ni is Vice President and Principal Analyst at Constellation Research, covering the evolving Data-to-Decisions landscape—where CDOs, CIOs, and CPOs must modernize data infrastructure, integrate AI into decision-making, and scale automation to improve business…
Coverage Details
Total News Sources5
Leaning Left1Leaning Right0Center1Last UpdatedBias Distribution50% Left, 50% Center
Bias Distribution
- 50% of the sources lean Left, 50% of the sources are Center
50% Center
L 50%
C 50%
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