According to a report by Cai Lian She on January 4 (editor Liu Rui), on Friday, Eastern Time, Microsoft announced an ambitious plan in a blog post on its official website: the company plans to invest about 80 billion dollars (approximately 585.749 billion yuan) in fiscal year 2025 to develop datacenters for training AI models and deploying AI and cloud-based applications.

Microsoft will spend 80 billion dollars to build datacenters.

Microsoft's fiscal year 2025 will end in June of the calendar year 2025. Microsoft Vice President and President Brad Smith stated in the blog that more than half of Microsoft's 80 billion dollars investment will be in the USA:

"In fiscal year 2025, Microsoft expects to invest about 80 billion dollars to build AI datacenters for training AI models and deploying AI and cloud-based applications globally. More than half of the total investment will be in the USA, reflecting our commitment to this country and confidence in the USA economy."

Since OpenAI launched ChatGPT in 2022, global investment in AI has surged as companies across various industries seek to integrate AI into their products and services. As a major supporter of OpenAI, Microsoft has formed an exclusive partnership with OpenAI, making it one of the leading competitors in the AI field among large technology companies.

Smith stated:

"Today, the USA is leading in the global AI race, thanks to investments from private capital and innovations by American companies of all sizes, from vibrant startups to established enterprises."

At Microsoft, we have witnessed this through partnerships with emerging companies such as OpenAI, Anthropic, and xAI, as well as our own AI Software platform and applications.

AI requires immense computing power, driving the demand for specialized Datacenters. Therefore, Microsoft has been investing billions of dollars to enhance its AI infrastructure and expand its Datacenter network.

According to Visible Alpha, Analysts expect Microsoft’s capital expenditures for fiscal year 2025 to reach 84.24 billion USD.

The company’s capital expenditure in the first quarter of fiscal year 2025 increased by 5.3% year-on-year, reaching 20 billion USD. In October 2024, Microsoft Chief Financial Officer Amy Hood indicated that capital expenditure for the second fiscal quarter would increase quarter-on-quarter.

Call for Trump not to overly regulate AI.

In a blog post, Smith also urged the elected President of the USA, Trump, not to "over-regulate" AI, but rather to protect the USA’s leadership position in the field of AI through Education and by promoting American AI technology abroad.

The current policy focus of the USA should be to ensure that private enterprises can continue to develop in a favorable environment.

If the Trump administration can develop a strong national AI talent strategy and leverage AI to enhance the efficiency and effectiveness of the government itself, it will set the USA on a hopeful path.

When talking about the AI competition, he stated: "For the USA, the best response is not to complain about competition, but to ensure that we win the competition of the future. This will require us to act quickly and effectively to make USA's AI a better choice."