Microsoft Commits $60 Billion to AI Infrastructure Expansion via Neocloud Providers
Microsoft is making a monumental $60 billion bet on artificial intelligence infrastructure through partnerships with neocloud data center providers. This multi-year investment, one of the largest in the company's history, secures access to critical GPU capacity and reinforces its position in the AI compute race.
The centerpiece is a $23 billion deal with UK-based Nscale, granting Microsoft access to 200,000 Nvidia GB300 chips across strategic locations. Additional contracts include $19.4 billion with Nebius, over $10 billion with CoreWeave, and $9.7 billion with Australia's Iren, creating a global network of AI-optimized data centers.
First deployments are scheduled for 2025-2027, with major builds planned in Texas, New Jersey, and Australia. While supply chain challenges persist, Microsoft's aggressive investment timeline demonstrates confidence in long-term AI demand growth.
