Microsoft lifts 2026 AI spend by $25 billion to cover component price rises

<h4>Will write checks for $190 billion and even those megabucks may not satisfy demand</h4> <p>If you've felt the sting of surging hardware prices, Microsoft can sympathize because the company on Wednesday said it expects its 2026 capital expenditure will hit $190 billion, with $25 billion of that due to rising component costs.…</p>