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Microsoft, AI and Data Centers
Microsoft to Invest $80 Billion in AI Data Centers in Fiscal 2025
Over half of the investment is reserved for infrastructure. Microsoft President Brad Smith frames AI investment as key to economic growth.
Microsoft to capture ‘golden’ AI data center opportunity with $80 billion investment
While Microsoft is thinking on a global scale, the company's Vice Chair and President said more than half of this total investment will be in the US
Microsoft will invest $80B in AI data centers in fiscal 2025
Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025.
Datacenter Dynamics
8h
How AI Is Forcing Organizations to Rethink the Data Center
The explosive advent of the AI universe is revolutionizing the data center industry in dozens of ways. From the smallest edge ...
Hosted on MSN
2h
(CES 2025) SK hynix teams up with SK Telecom, Penguin Solutions for AI data center biz
South Korean chip giant SK hynix Inc. said Thursday it has partnered with SK Telecom Co. and U.S. artificial intelligence ...
2d
Nvidia’s $3,000 ‘Personal AI Supercomputer’ Will Let You Ditch the Data Center
Nvidia CEO Jensen Huang also announced new AI tools for creating autonomous agents during a keynote address at CES.
Bisnow
4d
What's Next For The AI Hype Cycle And The Data Center Boom? Industry Leaders Make 2025 Predictions
Big Tech hyperscalers like Amazon, Microsoft and Meta will expand development pipelines as they pursue gigawatt-scale ...
SchaeffersResearch.com
10h
3 Stocks That Could Drive AI Data Center Demand
Arista Networks Inc (NYSE:ANET) was named a top AI pick by Goldman Sachs to start 2025. Last seen trading at $115.51 and up ...
RCR Wireless News
2d
AI and data centers: Pinch-points, promises and power
Amid a lot of gen AI hype, managing the increasing energy needs of data centers will in part come down to not using gen AI ...
NOLA.com
3d
$2.5 billion West Feliciana data center approved with 'aggressive timeline to build'
The plan is to lease the center to an undisclosed tenant, which will then buy billions worth of computers and equipment.
2d
on MSN
AWS says it’ll invest ‘at least’ $11B to expand data center infrastructure in Georgia
Amazon's cloud computing division says that it plans to invest "at least" $11 billion in Georgia to expand its data center ...
Datacenter Dynamics
16h
US government set to streamline geothermal permitting to boost AI data center energy options
The outgoing US government is set to streamline permitting for geothermal energy development as part of a broader executive ...
8h
on MSN
Spending on data centers hit a high in 2024, but it won't last
Report claims Data center infrastructure equipment revenue for 2024 is expected to total more than $280 billion.
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