AI Prediction Index

One prediction, on the record

“In FY2025, Microsoft is on track to invest approximately $80 billion to build out AI-enabled datacenters to train AI models and deploy AI and cloud-based applications around the world.”

Corporate AI capex guidance issued in a company blog post by Vice Chair and President Brad Smith, under CEO Satya Nadella

Microsoft's fiscal 2025 ended June 30, 2025 with total capital expenditures including finance leases of roughly $88 billion — above the $80 billion figure — driven overwhelmingly by AI and cloud datacenter buildout, though the reported total covers all capex rather than AI datacenters alone.