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Which hyperscaler will be second in AI infrastructure spending in 2025?
2
Resolution / Starting Odds
Amazon Web Services • 25%
Google Cloud • 25%
Microsoft • 25%
Other • 25%
Industry reports and financial disclosures from major hyperscalers
Story
Microsoft to Invest $80 Billion in AI Data Centers in Fiscal 2025
Jan 3, 2025, 07:07 PM
Microsoft Corp. plans to invest $80 billion in artificial intelligence (AI) data centers during the current fiscal year 2025, according to multiple reports. This significant expenditure underscores the company's commitment to expanding its AI infrastructure. The announcement comes amidst a broader trend where hyperscalers are estimated to have spent $222 billion on AI chips and data center infrastructure in the previous year. Microsoft's total capital expenditure estimate for calendar year 2025 is about $87.5 billion. Additionally, AMD shipped 327,000 MI300X GPUs to four major customers in 2024, including Meta, Microsoft, Oracle, and TensorWave, highlighting the growing demand for AI technology.
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