Microsoft is reportedly offering buyouts to ~60,000 employees to redirect spending toward data centers.
The reported buyouts would shift Microsoft spending from employees to data centers. One X user claims Big Tech’s AI spending is draining cash, says Microsoft’s cash generation fell 27%, and predicts higher cloud and subscription prices.
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@nitinmeshramIn another six months, Big Tech will be starved of cash. They are burning it all on AI. Amazon: $220 billion on AI this year. Negative cash flow of $42.4 billion. Google: up to $205 billion. Negative cash flow of $9.1 billion in the last quarter. Meta: up to $145 billion. Negative cash flow of $2.1 billion. Microsoft: cash generation fell 27%. Now turning to bonds. Oracle: up to $95 billion next year, and raising $40 billion in debt and shares. For the first time since at least 2011, these five spent more than they earned. Together, they borrowed $326 billion this year. Three times last year. Someone has to pay for it. Expect cloud, apps, subscriptions and internet services to cost significantly more. The internet will be forced to pay for AI.
@PolymarketBREAKING: Microsoft offering 60,000 employees money to quit, as it transitions spend from humans to datacenters.@nitinmeshramIn another six months, Big Tech will be starved of cash. They are burning it all on AI. Amazon: $220 billion on AI this year. Negative cash flow of $42.4 billion. Google: up to $205 billion. Negative cash flow of $9.1 billion in the last quarter. Meta: up to $145 billion. Negative cash flow of $2.1 billion. Microsoft: cash generation fell 27%. Now turning to bonds. Oracle: up to $95 billion next year, and raising $40 billion in debt and shares. For the first time since at least 2011, these five spent more than they earned. Together, they borrowed $326 billion this year. Three times last year. Someone has to pay for it. Expect cloud, apps, subscriptions and internet services to cost significantly more. The internet will be forced to pay for AI.@PolymarketBREAKING: Microsoft offering 60,000 employees money to quit, as it transitions spend from humans to datacenters.@nitinmeshramIn another six months, Big Tech will be starved of cash. They are burning it all on AI. Amazon: $220 billion on AI this year. Negative cash flow of $42.4 billion. Google: up to $205 billion. Negative cash flow of $9.1 billion in the last quarter. Meta: up to $145 billion. Negative cash flow of $2.1 billion. Microsoft: cash generation fell 27%. Now turning to bonds. Oracle: up to $95 billion next year, and raising $40 billion in debt and shares. For the first time since at least 2011, these five spent more than they earned. Together, they borrowed $326 billion this year. Three times last year. Someone has to pay for it. Expect cloud, apps, subscriptions and internet services to cost significantly more. The internet will be forced to pay for AI.@PolymarketBREAKING: Microsoft offering 60,000 employees money to quit, as it transitions spend from humans to datacenters.@nitinmeshramIn another six months, Big Tech will be starved of cash. They are burning it all on AI. Amazon: $220 billion on AI this year. Negative cash flow of $42.4 billion. Google: up to $205 billion. Negative cash flow of $9.1 billion in the last quarter. Meta: up to $145 billion. Negative cash flow of $2.1 billion. Microsoft: cash generation fell 27%. Now turning to bonds. Oracle: up to $95 billion next year, and raising $40 billion in debt and shares. For the first time since at least 2011, these five spent more than they earned. Together, they borrowed $326 billion this year. Three times last year. Someone has to pay for it. Expect cloud, apps, subscriptions and internet services to cost significantly more. The internet will be forced to pay for AI.@PolymarketBREAKING: Microsoft offering 60,000 employees money to quit, as it transitions spend from humans to datacenters.
