2025 - The year of data center $pending
Posted: Jan 06, 2025
- $MSFT revealed $80B spending budget on AI data centers in FY 2025
- Top 10 companies that may benefit:
- $NVDA
- $SMCI
- $TSM
- $AMD
- $MSFT
- $VRT
- $AVGO
- $ORCL
- Dell
- OKLO
- Rising tide lifts all ships, do own research
- Microsoft plans to spend $80 billion in fiscal 2025 on AI-enabled data centers
- Over half of the spending will be in the U.S.
- Several technology companies are investing in Nvidia for AI models
- Microsoft has partnerships with OpenAI, Anthropic, and xAI
- Microsoft's revenue from Azure and cloud services grew 33% in the first quarter of fiscal 2025
- Analysts predict 42% year-over-year growth in additions to property and equipment
- Brad Smith calls on the U.S. government to protect American leadership in AI and counter competition from China.
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