AI, Microsoft and Data Center

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 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.
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 infrastructure.
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.
Amazon's AWS to invest $11 billion in Georgia to boost AI infrastructure development
Amazon.com said on Tuesday that its cloud computing division, Amazon Web Services (AWS), plans to invest about $11 billion to expand its infrastructure in Georgia to support cloud computing and AI technologies.
Amazon plans $11 billion data center expansion in Georgia
Amazon said Tuesday it plans to spend at least $11 billion on new data center capacity in metro Atlanta to respond to the huge demand in computing power from the rise of generative artificial intelligence.
Amazon says AWS plans to invest at least $11 billion in Georgia for AI infrastructure
Amazon.com said on Tuesday Amazon Web Services (AWS) plans to invest about $11 billion to expand its infrastructure in Georgia to support cloud computing and AI technologies.
Amazon splashes $11B on AI datacenters in Georgia
Peach State already home to more than 50 bit barns Amazon's datacenter footprint in the US state of Georgia is set to swell, with an $11 billion investment proposed.… The online megacorp forked out around $75 billion on capital expenditure in 2024,
Amazon Web Services pledges to invest $11 billion in infrastructure for data centers in two Georgia counties
Amazon Web Services says its investment in Butts and Douglas counties could create 550 jobs. Amazon Web Services plans to invest about $11 billion to expand infrastructure in two Georgia counties to support data centers — and in the process create about 550 jobs.

Still Finalizing Financing for US Data Center Deal

Datacenter Dynamics10h
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 MSN3h
(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 ...
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.
Bisnow4d
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.com11h
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 ...
Datacenter Dynamics18h
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 ...
Juniper Networks, Inc. (JNPR) Partners with ionstream.ai to Deliver High-Performance AI Data Center Solutions
The Biden Administration is preparing to leave office but is planning to launch an aggressive chips campaign before it goes.
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.