Microsoft to spend $80 billion on AI data centers

In a new 3,200-word blog post, Microsoft President Brad Smith declared this moment a “golden opportunity for American AI” and laid out a vision for his company’s plans heading into the new Trump administration.

Smith said Microsoft will be spending more than $80 billion on AI data centers around the world in FY 2025, with half that money being spent in the US.

After their last earnings call in October, Microsoft CEO Satya Nadella noted that “capacity constraints” slowed the company’s AI expansion ambitions as “data centers don’t get built overnight.” The new plan provides a solution to the company’s scaling problems.