Microsoft (MS) plans to invest $80 billion (approximately KRW 118 trillion) in building data centers to launch artificial intelligence (AI) services this year. This is the largest amount that big techs have announced to invest in data centers so far.
On the 3rd (local time), Microsoft announced its plan to invest $80 billion in data centers in the 2025 fiscal year (July 2024 to June 2025) through the company’s official blog. MS is actively investing in AI, starting with its investment in Open AI in 2019 and recently developing its own AI. With the emergence of generative AI, large-scale data training has become an essential element, and the demand for data centers that can support it is also growing.
According to a report released by JP Morgan in September this year, four big tech companies, including Microsoft, Meta, Google, and Amazon, spent $125 billion (about 184 billion won) to invest in and operate AI data centers from January to August last year. trillion won). Among these, the company that invested the most was Microsoft, at approximately $46 billion. However, they announced that they would invest approximately 1.7 times the amount this year.
Microsoft Vice Chairman Brad Smith mentioned the U.S.-China competition in the AI field as one of the reasons for the bold investment. “China is subsidizing developing countries to give them access to chips (which are in short supply globally) and building AI data centers in those regions,” he said. “If China’s AI platform becomes the standard in those countries,” he said. “If that happens, we will have no choice but to rely on Chinese technology in the future.”
“More than half of the investment will be in the United States,” he said. “Today’s American companies, from dynamic startups to well-established companies, are able to lead the global AI race thanks to private capital investment and innovation.”
Reporter Choi Ji-won [email protected]
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