Feng Huang Wang·2025-11-12 00:02Core Insights - Google and Microsoft are set to invest over $16 billion (approximately 113.9 billion RMB) in AI infrastructure in Europe, marking a significant commitment from U.S. tech giants to enhance overseas AI capabilities [1][2] Group 1: Microsoft Investment - Microsoft plans to invest over $10 billion to build a data center hub in Sintra, Portugal, starting early next year [1] - The project will involve collaboration with NVIDIA, Nscale Global Holdings, and Start Campus, deploying around 12,600 NVIDIA GB300 GPUs [1] - This investment is noted as Microsoft's largest in Portugal and one of the biggest in Europe's AI computing sector [1] Group 2: Google Investment - Google intends to invest €5.5 billion (approximately $6.36 billion) in Germany by 2029 to expand its AI infrastructure and office spaces [1] - The investment will include a new data center in Ditzingen, enhancements to existing facilities in Hanau, and office expansions in Berlin, Frankfurt, and Munich [1] Group 3: Industry Context - These investments reflect U.S. companies' efforts to meet the growing demand for AI services and expand their operations abroad [2] - Since the launch of ChatGPT by OpenAI in late 2022, there has been a surge in AI investments in Europe, with tech giants committing billions to strengthen data centers, cloud services, and AI infrastructure [2] - Recent collaborations include NVIDIA and Deutsche Telekom's €1 billion partnership to establish one of Europe's largest AI factories in Germany, and Amazon's announcement of over €1.4 billion investment in the Netherlands over the next three years [2]