Microsoft plans about USD 80 billion of AI data centre spending in fiscal 2025

2025-01-03 · Publisher : Microsoft · Domain : Cloud & DevOps

Brad Smith says Microsoft is on track to invest about USD 80 billion in fiscal 2025 in AI-enabled data centres, with more than half in the United States.

### Background On 3 January 2025, Brad Smith, Microsoft's vice chair and president, publishes the post **"The Golden Opportunity for American AI"**. He states that Microsoft is on track to invest about **USD 80 billion** in its fiscal 2025 (ending June 2025) to build data centres to train AI models and deploy AI and cloud applications worldwide. More than half of this will be spent in the United States. The post also addresses the incoming US administration. ### Key facts - Amount: about USD 80 billion of AI data centre investment in fiscal 2025. - Split: more than half in the United States, the rest worldwide. - Use: training AI models and deploying AI and cloud applications. - Supply chain involved: builders, steel makers, electricians and liquid cooling specialists. - Context: a call for American AI leadership, resting on open source and a broad ecosystem. ### Why it matters The figure gives a sense of scale: hyperscalers later announced amounts of the same order or higher (see the 2026 entries). For IT departments, the amount reflects fast-growing AI cloud capacity supply, but also growing dependence on a few providers able to fund such volumes. The figure is a spending intention, not an audited budget. ### Takeaway An order of magnitude of USD 80 billion in one fiscal year makes AI the first investment item of the cloud.

Tags : Datacenter, Azure, Hyperscaler, IA, États-Unis