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

The planned spending represents a 44% increase from last year, and more than half of it is expected to come in the U.S.

Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025.

Tech giant Microsoft has unveiled plans to invest $3bn to bolster cloud and AI infrastructure in India over the next two years. The investment aims to bolster India's long-term competitiveness by equipping ten million people with AI skills over the next five years.

Microsoft CEO Satya Nadella announces a $3 billion investment in India's cloud and AI infrastructure, including new data centers. The company aims to train 10 million people with AI skills by 2030, highlighting AI's diffusion in India as exciting and emphasizing the need for innovative infrastructure.

Brad Smith, the Microsoft Vice Chair and President, has revealed how the technology giant plans to move forward with its support for AI technology. The announcement comes as global investment in AI infrastructure is expected to reach $300 billion by 2026.