Microsoft

“In FY 2025, Microsoft is on track to invest approximately $80 billion to build out AI-enabled datacenters … More than half of this total investment will be in the United States.”

Not yet verified. Microsoft’s capital expenditure including finance leases totalled about $88.2 billion in FY2025 (sum of the four quarterly figures its CFO reported). That covers all capital spending, not only AI-enabled data centres, and Microsoft does not break out the AI share, so we cannot yet confirm the $80 billion figure or the US share. The deadline has passed; that alone does not make the promise broken.

Microsoft intends “to invest more than $35 billion in 14 countries within three years to build trusted and secure AI and cloud datacenter infrastructure.”

Within its stated window. Country-level spending is not consistently disclosed.

“In 2025 alone, Microsoft is on a path to train 2.5 million American students, workers, and community members with the AI skills to land new jobs.”

Window has passed. Any delivery figure would be self-reported; we have not yet located a dated company report or independent count.

Microsoft will honour the common AI-training opt-out signal for publishers beginning 1 February 2027.

Paraphrased from wire reporting of Microsoft’s blog post. Google committed to “sometime in 2027”, OpenAI to “the coming months”.