Meta (Meta), Microsoft (MSFT), Amazon (AMZN) and Google Parent Alphabet (Googy) expect 325 billion dollars in cumulative dollars in costs and capital investments in 2025 driven by constant commitment to build a sense of artificial intelligence.
In combination, this represents an increase of 46 % of about 223 billion dollars, those companies that were reported to spend in 2024.
Technology giants claim that all of this spending will pay for long -term fruits. Investors have not been sure recently.
The uncertainty surrounding the timeline of the reward – in addition to the ongoing discussions on whether these high levels of spending are really justified – Fears were fueled during the last profits Periods.
Supreme companies’ investments are expected to be completely expected for the next year, as investors check the huge intelligent smart spending from Big Tech.
An example of this: Dibsic.
The Chinese startup shook the markets last week after its first appearances for the first time, an open source models, competitive with Openai’s for a simple part of the price. Technology shares have been sold in all fields as the model raises doubts on the logical basis behind giant technology spending on artificial intelligence infrastructure.
But it seems that the surprise of Deepseek affects the large spending plans for technology companies.
Amazon is the largest in the group’s capital investments, amounting to $ 78 billion for the year 2024, which stimulates Microsoft of $ 56 billion from Microsoft of $ 53 billion.
Amazon said in a post -profit call on Thursday evening that its spending of $ 26.3 billion in the last quarter is a “reasonable representative” of investment plans for the year 2025, indicating that investments will reach $ 105 billion this year.
“The vast majority of this spending is on AI for AWS (Amazon Web Services, Division’s Cloud Division),” said Andy Gasi, CEO of Amazon. “Artificial intelligence is certainly the biggest opportunity since the cloud and perhaps the biggest transformation and an opportunity for business in the field of business since the Internet.”
Amazon shares decreased slightly over 4 % on Friday.
Late last month, Meta confirmed that it will spend $ 60 billion-65 billion dollars in 2025, and it is a huge bump of its previous guidelines for investors from $ 38 billion to $ 40 billion this year.
CEO Mark Zuckerberg said that the company will eventually spend “hundreds of billions of dollars” on “investing in the intense infrastructure of Amnesty International in the long term.” This includes investments in building huge data centers, such as building A new facility in Louisiana almost Manhattan size.
Google said on Tuesday that she expects to spend $ 75 billion this year, About 30 % higher than the expected Wall Street, for all Lseg data. Alphabet shares fell 7 % on Wednesday after the announcement.
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