Microsoft to spend $120B on AI this year, used by 3% of customers

On Wednesday, Microsoft reported earnings. The company's filings show a hundred twenty billion dollars in AI infrastructure this year. Thirty-five billion of it, last quarter alone. All of it built to power one product. Copilot. The AI assistant Microsoft has spent two years promoting. Microsoft three-sixty-five has roughly four hundred fifty million customers. Reports suggest only three percent of them currently use Copilot. Three percent. Of four hundred fifty million. The gap between what was spent, and what is used. Microsoft's projected capital expenditure, rises into next quarter. One hundred twenty billion dollars. Used by almost nobody.