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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:
    1. $NVDA
    2. $SMCI
    3. $TSM
    4. $AMD
    5. $MSFT
    6. $VRT
    7. $AVGO
    8. $ORCL
    9. Dell
    10. 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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