Microsoft Corporation (NASDAQ:MSFT) is one of the 11 best AI infrastructure stocks to buy right now.
Microsoft Corporation (MSFT) Unveils Its $10 Billion Investment Plan for AI Infrastructure in a Data Center in Portugal
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On November 11, 2025, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) unveiled its $10 billion investment plan for AI infrastructure in a data center in Sines, Portugal. This marks one of Europe’s largest AI investments. In collaboration with Start Campus, Nscale, and Nvidia, the company will deploy 12,600 next-generation Nvidia GPUs to power advanced AI workloads.
Microsoft Corporation (NASDAQ:MSFT)’s President Brad Smith sees this initiative strengthening Europe’s AI ecosystem and promoting responsible, scalable AI development. This is particularly beneficial to Portugal’s broader strategy of attracting green energy-powered data centers, which leverages its strategic Atlantic connectivity to support global digital infrastructure.
Previously, Microsoft Corporation (NASDAQ:MSFT) finalized a $9.7 billion deal with data-center operator IREN. With this deal, the company aims to address computing capacity constraints and capitalize fully on the surging demand for AI.
Based on the five-year deal, Dell will deliver to IREN roughly $5.8 billion worth of Nvidia’s GB300 chips and other equipment. Using those chips and equipment, Microsoft Corporation (NASDAQ:MSFT) will work to expand computing capacity without building new data centers or securing additional power infrastructure. These two factors have been the biggest constraints slowing its ability to meet AI demand.
Microsoft Corporation (NASDAQ:MSFT) develops and supports software, services, devices, and solutions worldwide.
While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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