Earlier this month, Microsoft introduced it could make investments about $80 billion in information facilities powered by AI. As a part of its “golden alternative for American AI,” the corporate will practice AI fashions and roll out AI and cloud-based functions with this funding.
“In FY 2025, Microsoft is on monitor to take a position roughly $80 billion to construct out AI-enabled information facilities to coach AI fashions and deploy AI and cloud-based functions world wide,” wrote Brad Smith, vice chair and president of Microsoft, in a Jan. 3 weblog put up. “Greater than half of this whole funding can be in the USA, reflecting our dedication to this nation and our confidence within the American financial system.”
Final yr, Microsoft stated it could make investments greater than $35 billion throughout 14 nations inside three years to assemble AI and cloud information middle infrastructure. It’s also collaborating with BlackRock and MGX to type a world funding fund that contributes as much as an extra $100 billion for AI infrastructure and the AI provide chain, Smith wrote.
“Microsoft is all-in on AI very like they have been with the cloud, and AI has eclipsed their cloud efforts very like the cloud eclipsed Home windows,” says Rob Enderle, principal analyst with the Enderle Group, by way of electronic mail.
Tony Harvey, a senior director analyst at Gartner, additionally sees the funding as an indication that Microsoft is dedicated to AI and should make investments to steer the market on this space. He expects Microsoft’s investments in AI information facilities to concentrate on many giant language fashions (LLMs) after which embrace AI brokers.
