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Microsoft to Invest $80 Billion in Data Centers by 2025: “Run Isn’t Enough, You Have to Get There First”

Despite Chinese competition, the US giant aims to consolidate its technological leadership through strategic investments in the United States and 14 other countries

Microsoft to Invest $80 Billion in Data Centers by 2025: “Run Isn’t Enough, You Have to Get There First”

Microsoft he has no intention of standing by and watching when it comes to artificial intelligence. In 2025, the technology giant will invest a dizzying amount: well 80 billion dollars, aiming to enhance its global data center infrastructure and drive AI adoption worldwide. Brad Smith, president of Microsoft, confirmed the strategy in a post on the company's official blog.

Artificial intelligence has become the battleground for tech giants, with the graphics processing unit (GPU) of Nvidia at the heart of the competition. These components are crucial for training and running AI models, and Microsoft, which has already invested over $13 billion in OpenAI, has integrated these technologies into its products, such as Windows e teams, to strengthen its offering. The results are clear: the revenues of Azure, Microsoft's cloud platform, increased by 33%, also thanks to AI services. But Microsoft's strategy does not stop there: the company is diversifying its alliances, focusing on new partners including anthropic e XAI to expand its impact in the world of artificial intelligence.

Microsoft's AI Plan: Focus on the US

The large portion of these 80 billion will be destined for the United States, where Microsoft aims to consolidate its technological leadership. Smith called AI the “new electricity” of the 2025st century, poised to fuel the country’s economic success for decades to come. And it’s not a distant vision: Microsoft’s capital spending is set to grow further in the second quarter of fiscal XNUMX.

But Microsoft's plan doesn't stop at national borders. The company plans to invest over 35 billion dollars in 14 countries in next three years, expanding its data center network and AI capabilities globally. This investment is part of a larger project, which also includes a partnership with BlackRock e Mgx to create a international fund worth as much as 100 billion dollars, intended to support the growth of the global AI infrastructure.

Chinese competition

Smith did not fail to mention the growing global competition, with a particular focus on China. While the United States they bet on investments private individuals and on collaborations international, the government Chinese is stepping up its efforts to promote the adoption of its technology in countries such as Africa, Asia and Latin America, supporting it with generous subsidies. Despite this growing competition, Smith believes that the power of the US private sector, with its vast capital and drive for innovation, will be difficult for even the Asian giants to overcome.

Smith’s message is clear: the solution for the United States is not to complain about the competition, but to face it head on to “win this race” and maintain its leadership in the global technology sector. After all, it is not enough to run, you also have to come first.

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