2025’s monster AI spend is now revealed
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The last prospect of the honeysare of honeysare reports on quarterly results has a full prospect of the largest NVIDIA players.Nvda)
Growing up to large technology, investors were interested in whether the prospect of potentially “affordable” AI was severed that these hyperscals, alphabet, meta and Amazon were unique to break investments in new technologies for unleashed post.
We’re already going this week, we had an answer.
Meta (:Meta) almost doubled its costs and Microsoft (Hook) Compared to the previous year, its $ 56 billion was up to $ 80 billion. Then Tuesday Alphabet (:GardenTo be in style Gogl) puts $ 75 billion on the board.
And now as in our chart of the week, Amazon (Amzn) Walked to 12 figures to hit $ 105 billion. Add Large Four Procurement lists and you get $ 325 billion, 46% increased compared to last yearA number
It is clear that these companies remain all. And if you listen to companies, they “not the field of dreams” hope that the demand will come. Companies say they require demand.
“The overwhelming majority of these Capex costs AI for AI,” said Amazon CEO Andy Mano, noting that “we do not buy significant signals.”
Still, how much does this invest in this contribution? Remains a big question To answer this year, and how the Cagey Execs are around the matter can be an answer independently. But since he put it, these are investments for the opportunity to “make a time life”, and one that will make the shareholders “average long term.”
Which, so far, Good enough for Wall StreetA number
Ethan Wolff-Mann Is the Yahoo Finance senior editor run by newsletters. Follow him in X @ewolffmannA number