Microsoft , $MSFT, says it will “pay our own way” to power its data centers, without government subsidies or pushing up electricity costs for other customers, per Bloomberg.
“We don’t want other customers to be paying for our growth,” said Noelle Walsh, president of Microsoft’s cloud operations.
Microsoft is spending about $117 billion this year on AI and cloud data centers, and says it will keep building.
Microsoft Flight Simulator 2024 adds Halo’s D77-TC Pelican for the series’ 25th anniversary. It’s free until November 17, then costs $9.99, with drone and jet propulsion modes, a full interior and 12 liveries.
Microsoft is the only hyperscaler left with positive free cash flow.
Meta, Oracle, Alphabet and Amazon all negative.
But even $MSFT reported a 27% drop in free cash flow compared to a year ago.
Microsoft is losing it's moat in so many ways
Gaming is getting really good on Linux and windows is less and less needed.
Their proprietary software is being cloned and open sourced and Anthropic is now also competing with their recent office like products.
As for productivity tools Mac has been the go to anyway.
And finally their AI products are pretty terrible, it's compute what they can offer for now.