Microsoft’s significant investment in artificial intelligence (AI) technology signifies a potential for a massive increase in demand for data center leases. This is because AI applications require substantial storage and processing capabilities, hence the need for more data centers. If we consider other aspects like machine learning or cloud computing, the expected revenue from data center leases could very easily surpass $100 billion.
However, sufficient data, robust infrastructure, and reliable connectivity are key for AI applications. Therefore, as Microsoft continues to advance its AI technologies, it’s likely they will also invest heavily in leasing additional data centers to support this expansion, ultimately driving up revenue for data center providers.
Please note that these figures can vary greatly depending on a variety of factors, including market conditions, AI adoption rate, and technological advancements.