微软AI数据中心投资计划 - 微软计划在2025财年投资800亿美元建设用于人工智能工作负载的数据中心 其中超过一半的投资将集中在美国 [1] - 2025财年将在2025年6月结束 [1] 微软在AI领域的竞争优势 - 微软通过与OpenAI的合作 以及与Anthropic和xAI等新兴公司的合作 将AI技术整合到Windows和Teams等软件平台中 [2] - 微软已向OpenAI投资超过130亿美元 为其提供云基础设施 并将OpenAI的AI模型整合到自身产品中 [3] AI竞争推动投资增长 - OpenAI的ChatGPT发布后 AI技术的快速采用加剧了科技巨头之间的竞争 公司争相获取NVIDIA的GPU以训练和运行AI模型 [3] - 2025财年第一季度 微软的全球资本支出和融资租赁收购达到200亿美元 其中149亿美元用于房地产和设备 [4] - 分析师预计2025财年房地产和设备投资将达到632亿美元 同比增长42% [5] 微软AI业务增长预期 - 2025财年第一季度 Azure和其他云服务收入增长33% 其中AI服务贡献了12个百分点的增长 [5] - 管理层预计 AI业务将在下一季度实现超过100亿美元的年销售额 [7] 相关ETF受关注 - 新闻发布后 对微软有两位数敞口的ETF受到关注 包括T-Rex 2X Long Microsoft Daily Target ETF (MSFX) iShares Global Tech ETF (IXN) iShares Dow Jones US Technology ETF (IYW) Vanguard Information Technology ETF (VGT) 和 MSCI Information Technology Index ETF (FTEC) [6] 总结 - 微软是AI热潮的最大受益者之一 正在投资数十亿美元扩展其全球数据中心网络和其他物理基础设施 以开发能够撰写文档 生成图像并在工作或家庭中充当逼真个人助手的AI技术 [7]

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

Microsoft (MSFT 1.14%) is one of the most valuable companies in the world when measured by market capitalization.*Stock prices used were the afternoon prices of Jan. 2, 2025. The video was published on Jan. 4, 2025. ...

公司动态 - 微软计划在2025年将资本支出增加至800亿美元 [1] 行业影响 - 微软增加资本支出的消息对英伟达股票投资者是利好消息 [1] 市场数据 - 微软股票价格在2025年1月2日下午上涨1.14% [1] - 英伟达股票价格在2025年1月2日下午上涨4.45% [1]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his chan ...

Microsoft holds quarterly earnings calls to discuss the company's financial performance.In 2024, earnings calls touched on topics like the Activision Blizzard acquisition, AI, and layoffs.Here's what to know about Microsoft's revenues, profits, and more.Information about Microsoft's earnings is released publicly at the end of each quarter of the fiscal year. For Microsoft, this is done during an earnings call usually hosted by CEO Satya Nadella.AD An earnings call consists of company executives laying out ...

Microsoft plans to invest $80 billion to build data centers in fiscal 2025, aiming to use them to power the development and use of artificial intelligence (AI).The company is doing so amid a “golden opportunity for American AI,” Microsoft Vice Chair and President Brad Smith wrote in a Friday (Jan. 3) blog post.More than half of this investment in AI infrastructure will be deployed in the United States, according to the post.“The massive datacenters that make all this possible are being built by construction ...

Key TakeawaysMicrosoft is slated to spend $80 billion on data centers needed to train and run artificial intelligence by the end of the fiscal year, president Brad Smith said Friday in a blog post.More than half of the investment will occur domestically, Smith said.Besides private investment in AI, support from the public sector is important, Smith said.He said government regulations on the technology will play an important role in supporting American firms in other countries. Microsoft (MSFT) expects to sp ...

公司投资计划 - 微软计划在2025财年投入800亿美元用于建设数据中心 这些数据中心将专门用于处理人工智能工作负载 [1] - 超过一半的投资将用于美国市场 具体由微软副总裁兼总裁Brad Smith透露 [1] - 2025财年将于6月结束 [1] 行业趋势与展望 - 人工智能有望成为改变世界的通用技术 推动各行业创新并提升生产力 [2] - 美国有望站在新技术浪潮的前沿 特别是在加强自身优势并有效开展国际合作的情况下 [2] 公司合作与竞争 - 微软与OpenAI在4月就建设包含AI超级计算机Stargate的数据中心设施进行谈判 预计建设成本超过1000亿美元 [2] - 微软在SEC文件中首次将OpenAI称为"竞争对手" [2] 行业挑战 - 人工智能对电力的巨大需求预计将在未来几年激增 可能导致数据中心电力短缺 [3]

Vice Chair and President at Microsoft, Brad Smith, participates in the first day of Web Summit in Lisbon, Portugal, on November 12, 2024. The largest technology conference in the world this year has 71,528 attendees from 153 countries and 3,050 companies, with AI emerging as the most represented industry. (Photo by Rita Franca/NurPhoto via Getty Images)Microsoft plans to spend $80 billion in fiscal 2025 on the construction of data centers that can handle artificial intelligence workloads, the company said i ...