January 5, 2025:
Microsoft Invests $80B in AI Data Centers - Microsoft plans to spend over $80 billion on AI data centers in fiscal 2025, mainly in the U.S., to strengthen its AI leadership. Partnerships with firms like OpenAI will help support AI workloads on its Azure cloud platform using Nvidia GPUs. This initiative addresses global AI competition and urges U.S. policy support for AI leadership.
While recovery timelines for the investment are uncertain, Microsoft's AI-related revenues are rising. Azure and other cloud services have seen significant growth, reflecting the positive impact of the company's AI investments.
