Microsoft seeks cloud capacity from Google and Amazon despite $190bn AI spend

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Microsoft is investing a record $190 billion in AI infrastructure in 2025, but the spending has not been enough to meet its computing demands. The company is now evaluating Amazon Web Services and Google Cloud as additional capacity providers, according to a Business Insider report. Amazon had previously assisted Microsoft during GitHub service outages, prompting the broader evaluation. Internally, CFO Amy Hood has established a compute priority order that places Copilot at the top and Azure customers at the bottom. Executives have reportedly found this internal hierarchy difficult to communicate and justify to stakeholders.

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