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AI, Microsoft 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 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 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
9h
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 ...
21h
on MSN
Blackstone to Make $300 Million Investment in AI Data Company
Blackstone is investing $300 million into a company called DDN. The investment, the first outside funding for the Chatsworth, ...
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 ...
2h
Penguin Solutions Signs AI Data Center Collaboration Agreement with SK Telecom and SK hynix
Penguin Solutions announced it has entered into a strategic collaboration agreement with SK Telecom and SK hynix to pursue AI ...
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 ...
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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