According to Zhito Finance APP, Microsoft (MSFT.US) stated in a blog post on Friday that the company plans to invest 80 billion USD in the 2025 fiscal year to build Datacenters that can handle AI workloads, with over half of the AI infrastructure investments to be completed in the USA. Microsoft Vice Chairman and President Brad Smith noted that these investments will further strengthen the USA's leading position in the Global AI field. Microsoft's 2025 fiscal year will end in June 2025.

In recent years, many top Technology companies, including Microsoft, have increased investments in NVIDIA (NVDA.US) graphic processors to train and run AI models. OpenAI's ChatGPT was released at the end of 2022, sparking a wave of businesses introducing generative AI capabilities. To date, Microsoft has invested over 13 billion USD in OpenAI, providing cloud infrastructure support and integrating its AI models into products like Windows and Teams.

Microsoft's financial data shows that in the first quarter of the 2025 fiscal year, the company invested 20 billion USD in Global capital expenditures and financed lease Assets, of which 14.9 billion USD was for the construction and procurement of properties and equipment. Microsoft Chief Financial Officer Amy Hood stated in October that capital expenditures would continue to grow quarter-on-quarter in the second fiscal quarter.

According to a survey by Visible Alpha Analysts, it is expected that Microsoft's new investments in properties and equipment for the 2025 fiscal year will reach 63.2 billion USD, a year-on-year increase of 42%. Revenue from Azure and other Cloud Computing Services grew by 33% year-on-year, with 12 percentage points of the growth driven by AI services.

In the blog, Smith also called on the USA government to take action to protect the nation’s leadership in the AI field. He emphasized, "The best response of the USA is not to complain about competition, but to ensure that we win the race for the future. This requires us to rapidly and effectively promote American AI as the better choice."

Through this large-scale investment plan, Microsoft aims not only to strengthen its technological advantage but also to continue leading the trend in Global AI competition.

As of Friday's close, Microsoft rose by 1.14%, reaching $423.35.