Microsoft’s massive investment in Artificial Intelligence (AI) indicates its anticipation of increased usage and reliance on AI technology in the future. This will likely result in a significant increase in data center leases as more infrastructure will be needed to support the escalating computational demands of AI technologies.
Data centers essentially act as the backbone of AI, providing the necessary power, data storage and processing capabilities to enable complex AI computations. Therefore, as Microsoft strengthens their commitment to AI, it will correspondingly need to bolster its data center capabilities.
The prediction that this could result in over $100 billion in data center leases highlights the immense scale of Microsoft’s AI plans. Note that this is an inference and actual figures could vary based on several factors such as the evolution of AI technology, market dynamics, and Microsoft’s strategic decisions.