Microsoft to Spend $80 Billion on AI Data Centers This Year - Barron’s

Microsoft announced plans to invest $80 billion in AI data center infrastructure during its fiscal year 2025 (ending June 2025), with more than half of the investment targeted for the United States. According to Microsoft President Brad Smith, this massive investment aims to support AI innovation and usage across all economic sectors. The company’s commitment to AI infrastructure is already evident in its recent spending patterns, with capital expenditures reaching $20 billion in the September quarter, a 79% increase from the previous year. This significant investment aligns with broader industry trends, as indicated by executives and experts who report that AI has demonstrated tangible benefits in workplace productivity and knowledge management, warranting the increased infrastructure spending.​​​​​​​​​​​​​​​​