Big Tech lines up over $300bn in AI spending for 2025

Mass costs of large technologies on artificial intellect are planned to continue unverified in 2025. After Amazon invested $ 100 billion planned this year.

Expenditures of four leading US companies had already increased by 63% to a historic level last year. Now the leaders allow them to accelerate their AI investments, dismissing the concerns about how the bet is betting.

Microsoft, Alphabet, Amazon and Meta recorded $ 2,151 billion this year, as they compete to build data centers remain at the front line. Ai Large language model survey.

The scale of their cost ambitions, next to their fourth quarter, was surprised by the market for the latest and cheaper AI model of Deepseek from the end of January.

Microsoft and Google Parent Alphabet are $ 200 billion in each of their market value, when they allow the growth of their cloud counts along with the sharp increase in capital expenditures. On Wednesday, the 8% decline in Google in the last decade was its fifth worst trading day.

“Unforrapless excitement has been replaced by skepticism with skepticism and create” me to show me “,” said Jim, Jim, Jim. “The fears I had in the summer are honored today.”

Based on AI transformer potential, the shareholders are worried that double growth costs without income can be eaten by capital, which will be returned differently in the form of quotation and dividends.

Google has been opaque to its Gemini ChatBot’s use and income, while companies are wary of adopting Microsoft Glitchy and Copent to improve the productivity of labor.

“If or when we see a cloud growth acceleration in Google or [Microsoft’s] Azure, or see Copilot to improve, investors will be more comfortable to spend on the alphabet or Microsoft, “said Thierrey. “Cheaper and more proven AI models likely to imitate investor concerns.”

Deepseek’s R1 model It was symbolic about such fears. The Chinese AI LAB’s claim that the basis was a well-founded model of Google and Openai on a share of price, and without NVIDIA’s most advanced graphics processing units. One day from which it was only partially recovered.

Great technology chiefs held their nerve. On Tuesday, Google’s Sundar Pich Cat was protecting $ 75 billion from $ 53 billion last year, which is the opportunity to meet at that moment. ” Deepseek will increase demand, showing how much new techniques can make it cheaper and promote new research lines, he said.

Microsoft’s Satya Nadella said that in Davos two weeks ago. He reaffirmed his faith and failing to capitalize his original starting point.

And on Thursday, Amazon CEO Andy Jathieshy is headed by Google and Microsoft Predicting more than $ 100 billion This year, in capital expenditures, over $ 77 billion above $ 2024, more than double, last year $ 48 billion. The enormous majority will travel to Data Centers and Servers for Amazon Web Services, and At Attas, he simply responds to “significant demand signals.” After the hours, the shares fell 7 percent.

“The growth is cooked a little, but the appetite for investment is not limited,” said Jeff Parrson, Vice President of the Soviet Strategy. “They’re throwing forward, even if the return of investment seems far away.”

Meta received a more positive admission to its earnings, its shares are rising even as the main marking Errkbrberg promised to spend “Hundreds of Billions” More on AI, $ 40 billion invested in 2024.

“Investors hugged meta, although their Capex is growing, as there is a real-time return to the customer’s expenses,” Teen, referring to Facebook and Instagram.

Meta’s success in showing tangible revenues from AI Investment was unlike Google, which encounters new competitors and difficult search for AI.

The search giant presented brief answers or “AI reviews” above search results, but they uninstall links lists, the first of which is often sponsored.

However. alone. “Google has not missed the search expectations even once when talking nine a quarter of a year ago.”

Spend in “Great Seven”, which also include Apple, Nvidia and Tesla – Dwarfs left US Benchmark S & P 500. Générale. During the third period, profits in the same period increased in the same period, against the remaining 5%.

Expenditures are not limited to publicly listed companies, and neither deep aspiration nor fear of AI Bubble has slowed the flow of capital in the launch of the Silicon Valley.

Openai’s Sam Altman has set up cooperation with Softbank and Oracle to invest $ 100 billion in US infrastructure in connection with AI. Japanese investor is negotiated with $ 250 billion to invest $ 25,5 billion.

“May be a Winter at some point. Of course, “said Rishi Al Aluria, analyst at RBC Capital Markets. “But if you are a leader to be a leader, you can’t take his foot out of gas.”