Microsoft (NASDAQ: MSFT) made headlines late last week when it announced it would spend $80 billion this year building data centers that would train artificial intelligence (AI) models and handle AI and cloud-based applications around the world. To put the amount Microsoft is spending on AI infrastructure in perspective, that is more than the gross domestic product (GDP) of many countries, including Croatia and Lithuania (to name just two). Microsoft’s Azure cloud has been a big AI winner, with the unit growing its revenue by 33% year over year last quarter and Azure OpenAI use doubling in the last six months.