Microsoft, Amazon, and Salesforce are making massive investments in AI, but with different strategies. Microsoft leads with $115.95 billion in capex for cloud infrastructure, signaling strong contracted demand with a $678 billion backlog and Azure hitting $100 billion revenue. Amazon follows with $54 billion in quarterly capex focused on AWS and AI, backed by a $496 billion backlog and rapid growth in AI-related services. Salesforce invests less in infrastructure, focusing on AI software and services, showing strong revenue growth but a smaller capital footprint. These spending patterns highlight where cloud demand is headed and the scale of AI infrastructure buildout expected in the coming years.
Microsoft shares rose 2.24% to USD 506.71 on Pluang as of Sep 15, 2026 01:51 WIB, reflecting investor interest amid its massive AI infrastructure spending. Amazon's stock dipped 0.74% to USD 254.89, showing some market caution despite its $54 billion quarterly capex. Salesforce gained 4.56%, trading at USD 259.02, supported by strong revenue growth in AI software and services.
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