Microsoft's spending on artificial intelligence infrastructure soared to a record of nearly $35 billion in the September quarter, deepening investor concerns about the mounting costs of sustaining the AI boom.

Some artificial-intelligence deals have raised eyebrows, and JPMorgan analyst Mark Murphy used the earnings call to ask Microsoft's management about the "new era where the contractual commitments from a small number of AI natives are just incredibly large,

Microsoft, Meta, and Google—delivered a unified and staggering message to investors this week: their unprecedented spending spree on artificial intelligence is not slowing down, it’s accelerating dramatically.

Morningstar analysts earlier this month published a list of the best artificial intelligence (AI) stocks to buy now. The top two spots were awarded to Microsoft (NASDAQ: MSFT) and Taiwan Semiconductor Manufacturing (NYSE: TSM). Other analysts may not classify them as the "best" AI stocks to buy now, but Wall Street is generally bullish.

Executives don't think Microsoft is overbuilding in its pursuit of its artificial-intelligence ambitions. Following an analyst's question regarding the factors that management is "watching to assure that \[they're\] not overbuilding for current demand,

Microsoft and OpenAI unveil a deal extending IP rights, adding independent AGI verification, and giving both sides more freedom while maintaining Azure ties.

Microsoft reported a massive spike in its spending as the tech giant works to meet booming demand for artificial intelligence.

The results came a day after a new deal with OpenAI pushed Microsoft to $4 trillion in valuation for the second time this year

These Wall Street analysts view Nvidia and Microsoft as strong buys as the buildout of artificial intelligence infrastructure continues.