Microsoft reported $37B for its AI business. But where's the money? 💰🤔

追加: 2026-05-17

[00:00:00]Microsoft just reported that its AI business hit $37 billion annual run rate. That's up 123% in 1 year. Azure grew 40%. Every metric beat Wall Street expectations. But, the stock dropped 5%. Why? Because Microsoft also told investors that it plans to spend $190 billion on AI infrastructure in 2026 alone. It's gross margin hit the lowest level since 2022 because of the data center costs. Investors looked at those numbers and said, "We see the spending, but where's the proof that it will actually pay off?"

[00:00:43]Google is dealing with the same problem from the other direction. They have 75 million people using AI mode every day, but they can't figure out how to actually make money from it without rebuilding the entire product around ads. They're literally testing ad formats inside AI-generated answers right now. And across the whole industry, Big Tech is projected to spend over $725 billion on AI this year. This revenue gap, the distance between what's being spent and what's being earned, is estimated at $600 billion.

[00:01:26]That's a big Here's what this means for regular people. The AI tools you're using right now are being subsidized. The companies building them are spending way more than they're making. There's a clock running.

[00:01:41]And if you're a builder or you have AI workflows in your business, something will have to change one day, and your workflows will have to change with that.

[00:01:51]All right, you guys. My name is Maria.

[00:01:53]Follow me for more for AI news and insights. Bye.