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Earlier this month, Microsoft announced it would invest about $80 billion in <\/span>data centers<\/a><\/span> powered by AI. As part of its \u201cgolden opportunity for American AI,\u201d the company will\u00a0train AI models and roll out AI and cloud-based applications with this investment.<\/span><\/p>\n \u201cIn FY 2025, Microsoft is on track to invest approximately $80 billion to build out AI-enabled data centers to train AI models and deploy AI and cloud-based applications around the world,\u201d wrote Brad Smith, vice chair and president of Microsoft, in a <\/span>Jan. 3 blog post<\/a><\/span>. \u201cMore than half of this total investment will be in the United States, reflecting our commitment to this country and our confidence in the American economy.\u201d<\/span><\/p>\n Last year, Microsoft said it would invest more than $35 billion across 14 countries within three years to construct AI and cloud data center infrastructure. It is also collaborating with <\/span>BlackRock and MGX<\/a><\/span> to form an international investment fund that contributes up to an additional $100 billion for AI infrastructure and the AI supply chain, Smith wrote.<\/span><\/p>\n \u201cMicrosoft is all-in on AI much like they were with the cloud, and AI has eclipsed their cloud efforts much like the cloud eclipsed Windows,\u201d says Rob Enderle, principal analyst with the Enderle Group, via email.<\/span><\/p>\n Tony Harvey, a senior director analyst at Gartner, also sees the investment as a sign that Microsoft is committed to AI and must invest to lead the market in this area. He expects Microsoft\u2019s investments in AI data centers to focus on many large language models (LLMs) and then include AI agents.<\/span><\/p>\n