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Microsoft, AI
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.
Microsoft To Ramp Up AI Data Center Investment To $80B This Year
The planned spending represents a 44% increase from last year, and more than half of it is expected to come in the U.S.
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
1h
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.
Datacenter Dynamics
1h
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 ...
SchaeffersResearch.com
2h
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 ...
2h
on MSN
Microsoft slams the brakes on $3.3 billion data center — reportedly set to foster development of OpenAI's supercomputer
Microsoft has decided to temporarily pause the construction of a $3.3 billion data center in Mount Pleasant. The company ...
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
3d
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 ...
1d
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 ...
1d
With Meta AI data center coming to Richland Parish economy set to benefit
Lisa Kudrow revealed during an interview on “The Drew Barrymore Show” (via People) that she recently discovered a note the ...
Datacenter Dynamics
9h
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 ...
Hosted on MSN
1h
Juniper to Power ionstream.ai Workloads: Will the Stock Benefit?
Juniper Networks, Inc. JNPR recently revealed that ionstream.ai has selected it to provide cutting-edge data center switching ...
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