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Meta, Microsoft Beat As AI Costs Scrutinized
Meta and Microsoft both beat estimates in results released after the bell on Wall Street Wednesday.
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“and higher infrastructure operating expenses,”
Huh? What’s that?
D, My understanding is that leasing expense from leasing AI capacity from Neo-clouds such as Coreweave, Nebius, Iren etc is an infrastructure OpEx and not accounted for as CapEx. When MSFT builds their own AI capacity, their own datacenters, then those expenses are accounted as CapEx.
Over hammered. My comfort zone to buy.
Microsoft bear market now.