This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud-computing company behind Azure, sits at the center of an increasingly uncomfortable AI equation. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.MSFT GF Value chart Big Tech is spending at a record pace, even as top AI executives warn that progress may have to stall. S&P analysts estimate that the six major U.S. hyperscalers might spend more than $7 trillion on data centers and AI infrastructure from 2025 to 2030. That bill is getting difficult to ignore.
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