计算机行业全球AI产业跟踪：微软2025财年拟投资800亿美元建设AI数据中心

Investment Rating - The industry investment rating is "Increase" [5] Core Insights - Microsoft plans to invest $80 billion in AI data centers for the fiscal year 2025, with over half of the expenditure expected to be directed towards the U.S. market by June 2025 [3][22] - Apple will offer a limited-time free trial of its Apple TV+ streaming service from January 3 to 5, 2025, marking the first time such an offer has been made [3][19] - Meta AI has introduced a new AI model named LIGER, which combines dense retrieval and generative retrieval to enhance the performance of generative recommendation systems [2][20] - KoBold Metals, a mining and AI startup, raised$537 million in its latest funding round, achieving a valuation of $2.96 billion, with investments from notable figures like Bill Gates and Jeff Bezos [3][21] Summary by Sections 1. Industry Overview - The report highlights significant investments in AI infrastructure, particularly by Microsoft, which is expected to enhance the AI foundational layer's market conditions [3][22] 2. Investment Recommendations - The report suggests focusing on companies such as Microsoft (MSFT), Google (GOOGL), Meta (META), and Amazon (AMAZON) due to the anticipated growth in AI infrastructure and applications [3][22]