Microsoft is facing a class-action lawsuit alleging that it hid heavy spending in the field of artificial intelligence and the financial risks in this process from its investors. In the lawsuit filed by Rosen Law Office, it is argued that the operational burdens and infrastructure constraints created by the company’s artificial intelligence-focused strategies were not fully disclosed to investors.

The summer covers the period between May 1, 2025 and January 28, 2026, when Microsoft shares reached record levels and subsequently lost value. Investors claim that while the company management highlights the success of products such as Copilot, it ignores the cost increases and operational difficulties experienced in the background.

Azure growth slowdown and increased expenses

The company’s earnings reports for the second quarter of the fiscal year raised significant questions among investors. While the growth on the Azure side was below expectations, CFO Amy Hood attributed it to limitations in computing capacity, and this caused infrastructure strategies to be questioned.

According to the information in the case document, the transfer of a large portion of processor and graphics resources to Copilot and other artificial intelligence models caused the disruption of other revenue-generating services. The company’s capital expenditures, which reached $72.4 billion in just six months, was another critical point that attracted the attention of investors.

Following these statements, Microsoft shares dropped from $ 433.50 to $ 380. Investors claim that the company’s major language models lag behind its Competitors and that excessive resources are consumed to close this gap.

Microsoft rejects the attacks

Microsoft management, on the other hand, flatly rejects the accusation, stating that the accusations against it have no support. The company emphasizes that they stand behind the accuracy of the statements made to the public and that they make intense efforts to improve their products.

Stating that they introduced 625 new features in the past year, Microsoft states that they continue to quickly improve their products. Company officials argue that all necessary steps have been taken to improve the performance of artificial intelligence tools.

Do you think Microsoft’s strategy and communication with investors during this process were transparent as required?