Microsoft reiterates plan to invest $80 billion in AI, but may 'adjust our infrastructure in some areas'
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Microsoft plans to invest over $80 billion in AI this fiscal year, despite potential infrastructure adjustments. Analysts suggest possible data center lease cancellations.

February 24, 2025 | 6:45 pm
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Microsoft is committed to investing over $80 billion in AI this fiscal year, though it may adjust its infrastructure, possibly canceling some data center leases.
Microsoft's reaffirmation of its $80 billion AI investment is significant, but the potential cancellation of data center leases suggests a strategic shift in infrastructure. This could have mixed implications for short-term stock performance, balancing commitment to AI with cost management.
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