From StockTwits: 2025-01-05 22:36:07

Microsoft commits to investing $80 billion in AI-enabled data centers, with more than half in the U.S., to drive innovation and boost productivity. Brad Smith highlights OpenAI partnership and emergence of companies like Anthropic and xAI as proof of America’s lead in global AI race. Smith calls for government policy to support basic research and private sector innovation to sustain leadership. CFO Amy Hood reports $20 billion in capital expenditures, with an increase due to cloud and AI demand. Despite the news, retail sentiment on Stocktwits remains ‘neutral’ towards Microsoft stock. Microsoft gained 12.7% in 2024 and closed Friday at $423.35.



Read more at StockTwits: Microsoft Commits To $80B AI Datacenter Investment In FY25, Suggests Steps To Cement US’ AI Leadership: Retail Sentiment Subdued