Prediction: Nvidia will be the biggest winner from Microsoft’s $80 billion AI spending spree | 11.01.25

Microsoft (NASDAQ: MSFT) made headlines late last week when it announced it would spend $80 billion this year to build data centers that would train artificial intelligence (AI) models and manage AI and cloud-based applications worldwide. More than half of the investments will be made in the United States. To put into perspective how much Microsoft spends on AI infrastructure, that’s more than the gross domestic product (GDP) of many countries, including Croatia and Lithuania (to name just two). Microsoft’s Azure cloud was a big winner in AI, with the unit growing revenue 33% year-over-year last quarter and use of Azure OpenAI doubling in the last quarter. over the last six months. However, the company said growth could be even greater without capacity constraints, as demand for its AI services has outpaced capacity. Continue readingMore articles on MotleyFool More articles on MotleyFool