Microsoft president on new AI data center: Expect us to keep making these kinds of investments

Core Insights - Microsoft is significantly increasing its investment in AI data centers, with a commitment of $20 billion for the current quarter and an anticipated total of $100 billion for the fiscal year [3][4] - The company is building a $3.3 billion facility and plans to construct another one for $4 billion, indicating a strong focus on expanding its infrastructure to meet growing AI demand [2][4] - The new data center will house more than 100,000 Nvidia GPUs, making it the most powerful AI data center globally when it opens [10][11] Investment and Spending - Microsoft spent approximately $86 billion last fiscal year, with expectations for continued increases in spending due to rising demand for AI capabilities [4] - The company emphasizes that its spending is based on sophisticated forecasting and is responsive to market demand, allowing for adjustments as necessary [13][14] AI Demand and Partnerships - There is a growing demand for AI across various sectors, not limited to OpenAI, with Microsoft also developing its own AI models [12][8] - The partnership with Nvidia is highlighted as crucial for the technological advancements in AI, with both companies benefiting from each other's innovations [5][7] International Investments - Microsoft is also making significant investments in the UK, committing $30 billion over four years, which reflects a stable trade relationship fostered by both the US and UK governments [19][20] - The company maintains a healthy dialogue with government officials to ensure that investments align with business interests and regulatory stability [19][20] Future Collaborations - Microsoft and OpenAI are entering a new phase of their partnership, with discussions around revenue sharing and the transition to a for-profit model for OpenAI [21][22] - The collaboration is seen as mutually beneficial, with both companies acknowledging their interdependence for success [21][22]