Microsoft (MS) announced plans to invest approximately $80 billion in AI-powered data centers between July 2024 and June 2025. This investment aims to expand AI model training and cloud-based application deployment globally. The company’s vice chairman, Brad Smith, emphasized that over half of this investment will occur within the United States, reflecting their commitment to U.S. innovation and economic growth.

In the past, MS already showed substantial capital spending. For example, in the first quarter of the 2025 fiscal year, $20 billion was spent globally, with $14.9 billion allocated to real estate and equipment, mainly for data center expansion. Additionally, MS’s annual capital expenditure increase continues, with a sharp expected growth of 42% from the previous fiscal year’s $55.7 billion. A considerable portion of these funds is allocated to purchasing NVIDIA’s GPUs, which bolster AI infrastructure and offer MS a competitive edge in advanced AI capabilities.

Moreover, MS is supporting OpenAI’s AGI (Artificial General Intelligence) development with a dedicated project, intending to fund $100 billion by 2030. This strategic alliance enables MS to maintain dominance, holding an estimated 70% of the current generative AI market.

Facing competition with Chinese firms and looming geopolitical challenges, MS calls for balanced AI export policies from the U.S. government. They advocate regulatory frameworks that protect innovation capacity while establishing international influence, especially in light of the growing U.S.-China tech rivalry.

< Summary >

• Header: MS to Spend $80 Billion on AI Data Centers in Fiscal Year 2025.
• Detail 1: Investments focus on expanding global AI model training and cloud-based application deployment.
• Detail 2: Over half of the investment will occur in the United States, reflecting economic commitment.
• Detail 3: Prior substantial spending on data centers and increasing annual capital expenditures.
• Detail 4: Collaboration with OpenAI through the “Stargate” project commits $100 billion by 2030.
• Detail 5: MS leverages large-scale GPU purchases for enhanced AI systems.
• Main Message: MS seeks leadership in global AI computing through massive investments, strategic partnerships, and active engagement in shaping U.S. AI export policies to counter competition, particularly from China.

< 핵심내용 요약 >

• 헤더: MS, 2025 회계연도 AI 데이터센터에 118조 원 투자 계획 발표
•  1: 글로벌 AI 모델 훈련, 클라우드 애플리케이션 배포 확장을 목표로 투자
•  2: 투자액 절반 이상은 미국 내에서 이루어지며, 경제적 헌신과 혁신 의지 강조
•  3: 데이터센터 증축에 이미 상당한 자본 지출, 연간 지출 지속 증가 예상
•  4: 오픈AI와의 ‘스타게이트’ 프로젝트 진행, AGI 개발에 2030년까지 1000억 달러 투자
•  5: GPU 대량 구매를 통해 차세대 AI 시스템에서 경쟁력 강화
• 주요 내용: MS는 대규모 투자와 파트너십, AI 수출 정책 주도적 참여를 통해 세계 AI 컴퓨팅 시장에서 주도권을 유지하고, 특히 중국과의 기술 경쟁에서 우위를 확보하기 위해 다방면으로 노력하고 있음.

• Crafted by Billy Yang
  [관련글 at nextgeninsight.net/]
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