Microsoft Unveils $80B AI Data Center Plans: ETFs in Focus

Zacks01-07

Microsoft MSFT announced plans to spend $80 billion in fiscal 2025 on constructing data centers designed for artificial intelligence workloads. Over half of this spending will be focused on the United...

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Over half of this spending will be focused on the United...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-unveils-80b-ai-data-180000626.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Unveils $80B AI Data Center Plans: ETFs in Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Unveils $80B AI Data Center Plans: ETFs in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-07 02:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-unveils-80b-ai-data-180000626.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft MSFT announced plans to spend $80 billion in fiscal 2025 on constructing data centers designed for artificial intelligence workloads. Over half of this spending will be focused on the United...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-unveils-80b-ai-data-180000626.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0426417589.USD","symbol_name":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","start_time":0,"source_url":"https://finance.yahoo.com/news/microsoft-unveils-80b-ai-data-180000626.html","article_id":"2501264119","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2501264119","pubTimestamp":1736186400,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Microsoft MSFT announced plans to spend $80 billion in fiscal 2025 on constructing data centers designed for artificial intelligence workloads. Over half of this spending will be focused on the United States, according to a blog post by Brad Smith, Microsoft Vice Chair and President. The fiscal year will conclude in June 2025.“Today, the United States leads the global AI race thanks to the investment of private capital and innovations by American companies of all sizes, from dynamic start-ups to well-established enterprises,” Smith wrote, as quoted on CNBC. He highlighted Microsoft’s collaborations with OpenAI, emerging companies like Anthropic and xAI, and its integration of AI into software platforms such as Windows and Teams.The rapid adoption of AI technologies, sparked by OpenAI’s ChatGPT launch in late 2022, has intensified competition among technology giants. Companies are rushing to secure NVIDIA graphics processing units  to train and run AI models. Microsoft, having invested ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","FTEC":"Fidelity MSCI Information Techno","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","FDN":"First Trust Dow Jones Internet I","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IYW":"美国科技ETF-iShares","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IXN":"iShares Trust S&P Global Informa","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","MSFT":"微软","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","BK4535":"淡马锡持仓","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1989763005.USD":"东方汇理教育基金A2 Acc","BK4577":"网络游戏","BK4538":"云计算","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","VGT":"信息技术ETF-Vanguard","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC"},"translate_title":"微软公布80B美元人工智能数据中心计划：ETF成为焦点","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VGT":1,"FTEC":1,"MSFT":1,"IXN":1,"IYW":1,"FDN":0.9},"content_text":"Microsoft MSFT announced plans to spend $80 billion in fiscal 2025 on constructing data centers designed for artificial intelligence workloads. Over half of this spending will be focused on the United States, according to a blog post by Brad Smith, Microsoft Vice Chair and President. The fiscal year will conclude in June 2025.\n“Today, the United States leads the global AI race thanks to the investment of private capital and innovations by American companies of all sizes, from dynamic start-ups to well-established enterprises,” Smith wrote, as quoted on CNBC. He highlighted Microsoft’s collaborations with OpenAI, emerging companies like Anthropic and xAI, and its integration of AI into software platforms such as Windows and Teams.\nAI Competition Fuels Investment Surge\nThe rapid adoption of AI technologies, sparked by OpenAI’s ChatGPT launch in late 2022, has intensified competition among technology giants. Companies are rushing to secure NVIDIA graphics processing units (GPUs) to train and run AI models. Microsoft, having invested over $13 billion in OpenAI, provides cloud infrastructure for the startup and incorporates its AI models into its products.\nIncreased Capital Expenditures in Fiscal 2025\nIn the first quarter of fiscal 2025, Microsoft reported $20 billion in global capital expenditures and finance lease acquisitions, with $14.9 billion allocated to property and equipment. Chief Financial Officer Amy Hood stated that capital expenditures would grow sequentially in the fiscal second quarter.\nAnalysts surveyed by Visible Alpha projected $63.2 billion in additions to property and equipment for fiscal 2025, representing 42% year-over-year growth. Notably, revenue from Azure and other cloud services increased 33% in the fiscal first quarter, with AI services accounting for 12 percentage points of that growth.\nMicrosoft-Heavy ETFs in Focus \nThe news put exchange-traded funds (ETFs) with a double-digit exposure to this software leader. These include T-Rex 2X Long Microsoft Daily Target ETF MSFX, iShares Global Tech ETF IXN, iShares Dow Jones US Technology ETF (IYW), Vanguard Information Technology ETF VGT and MSCI Information Technology Index ETF FTEC.\nBottom Line\nMicrosoft is one of the biggest beneficiaries of the AI boom. It has been investing billions of dollars in expanding its global network of data centers and other physical infrastructure required to develop AI technology that can compose documents, make images and serve as a lifelike personal assistant at work or home. Though Azure growth may continue to slow, Microsoft expects its AI business to be on track to bring in more than $10 billion in sales over the course of a year by sometime in the next quarter, said the management.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\nFidelity MSCI Information Technology Index ETF (FTEC): ETF Research Reports\nVanguard Information Technology ETF (VGT): ETF Research Reports\niShares Global Tech ETF (IXN): ETF Research Reports\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2501264119"}