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Burry Questions Microsoft's AI Spending Race
GuruFocus ·
GuruFocus reports: Microsoft Corp. (MSFT, Financials), the software and cloud computing business, is confronting a familiar conundrum with a sharper edge: How much AI infrastructure expenditure is too much? "Microsoft may be using its huge spending plans and financial metrics as a lever, and Wall Street is not looking closely enough at the numbers," investor Michael Burry (Trades, Portfolio) says. He's worried about the tech industry more generally. Microsoft, Amazon, Alphabet and Meta are…