Microsoft commits to spending $80B on AI infra in 2025
Briefly

Microsoft plans to invest approximately $80 billion in AI-enabled datacenters for 2025, highlighting the monumental financial commitment to infrastructure for AI advancement.
Brad Smith describes AI as a "golden opportunity" for American economic competitiveness, emphasizing the need to equip Americans with skills for AI-driven jobs.
Amazon is projected to spend $75 billion on capital expenditures in 2024, primarily for AWS, demonstrating the industry's robust investment in generative AI.
According to TrendForce, AI servers are expected to account for over 70% of the server industry’s total value by 2025, indicating a massive shift.
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