While all major tech companies are currently in a high-stakes "spending spree," Apple and Microsoft have shown early signs of divergent strategies that could lead to scaling back AI expenses first—albeit for different reasons.
Apple and Microsoft may scale down AI expenses first.
Apple
Apple is most likely to have the lowest and most controlled AI spending.
- Lower Capital Intensity: Apple has maintained a lower capital expenditure profile. In late 2025, it was the only Big Tech firm whose capex declined in a quarter.
- Reliance on Partners: Apple uses partnerships, like Google Gemini for Siri, to reduce infrastructure costs.
Microsoft
Microsoft has started making strategic infrastructure adjustments.
- Data Center Strategy: Reports indicate Microsoft is beginning to reduce its global data center development.
- Sales Refocusing: Microsoft is changing its sales approach to balance high-cost AI services with traditional IT processes.
Current AI Spending Trajectory (2026 Forecasts)
Most "hyperscalers" are still accelerating through 2026:
- Amazon: Plans to spend ~$200 billion in 2026 (a 53% increase), primarily for AWS infrastructure.
- Meta: Expects to spend $115–$135 billion in 2026, nearly doubling its 2025 levels to reach "superintelligence".
- Alphabet (Google): Forecast to spend $175–$185 billion in 2026.
Summary Table: AI Spending Sentiment
| Company | Current Trend | Risk of Scaling Down |
|---|---|---|
| Apple | Conservative | High (Maintains lower spend) |
| Microsoft | Adjusting | Moderate (Starting to reduce DC deals) |
| Alphabet | Aggressive | Low (Strong cash reserves & search integration) |
| Meta | Aggressive | Low (Committed "hundreds of billions") |
| Amazon | Hyper-Aggressive | Low (Scaling to meet massive AWS demand) |
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