Microsoft has announced a massive $80 billion investment in data centers focused on processing AI-related tasks. The investment is expected to be largely focused on expanding its infrastructure in the United States to help the company meet its growing demand for data processing capacity.

Microsoft’s decision to make such a significant investment comes as demand for Nvidia GPUs has surged recently. These GPUs are used to train AI models and are now critical to the successful development of new technologies. The global popularity of OpenAI’s ChatGPT, which was released in late 2022 and has sparked a new wave of interest in AI capabilities, was a key factor.

Microsoft not only announced new investments, but also reported capital expenditures of $20 billion, including real estate and equipment purchases worldwide. Of that $20 billion, $14.9 billion was spent on new assets and infrastructure upgrades to support high-performance computing.

Microsoft CFO Amy Hood said the company expects to gradually increase capital expenditures in the second fiscal quarter of this year. This confirms the company's desire to continuously improve its infrastructure and increase capacity to handle the increasingly complex tasks associated with processing large amounts of data used in AI.

Investments in infrastructure to support artificial intelligence are key for Microsoft as the company focuses its efforts on developing new technologies that help improve its cloud services and expand the use of AI in various areas. The investment is expected to help Microsoft strengthen its position in the market, especially in the context of competition with other technology giants that are also actively developing infrastructure for AI.

Investments in data processing technologies for AI are becoming increasingly important against the backdrop of global changes in the economy and technology. Given the high demand for computing power, Microsoft continues to increase its efforts to remain a leader in cloud computing and support innovation in the field of artificial intelligence.