The AI Gold Rush

Major Players and Their Billion-Dollar Bets for 2025

As of January 2025, several major organizations have announced significant investments in artificial intelligence (AI) infrastructure and development. Here’s a summary of the key planned expenditures

Stargate Project: A joint venture between OpenAI, SoftBank, Oracle, and MGX, aiming to invest up to $500 billion in AI infrastructure in the United States by 2029. The project was announced on January 21, 2025, with an initial investment of $100 billion.

Reuters

Microsoft: In the fiscal year 2025, Microsoft plans to invest approximately $80 billion to build out AI-enabled data centers to train AI models and deploy AI and cloud-based applications globally.

The Official Microsoft Blog

Meta (formerly Facebook): Meta has announced plans to invest between $60 billion and $65 billion in capital expenditures to enhance its AI infrastructure and significantly expand its AI teams in 2025.

PYMNTS

SAS Institute: In May 2023, SAS committed to investing an additional $1 billion into AI applications for the banking, healthcare, and insurance industries over the subsequent three years, leading up to 2026.

Wikipedia