Over half of the investment is reserved for infrastructure. Microsoft President Brad Smith frames AI investment as key to economic growth.

More than half of the $80 billion budget is expected to be deployed in the United States. The facilities will help train AI models and distribute cloud-based applications across the globe, according to Microsoft vice chair Brad Smith.

Microsoft says it plans to spend $80 billion on building AI data centers in the 2025 financial year, a significant increase on last year.