Meta (Dead), Microsoft (Msft), Amazon (amzn), Google Parent Alphabet (GoogIt is expected that 325 billion dollars of capital expenses and investments will be spent in 2025 driven by constant commitment to building the artificial intelligence infrastructure.
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 areas where the model casts doubts on the basis of the logical basis behind Spending technology giants 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.
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.
Company Almost $ 56 billion in spending during Its financial year 2024 (Ended on June 31), which is fueled by artificial intelligence-as well as low revenue from the expected intelligence-related-sent shares after the results last summer.
Microsoft recently announced the results of the second quarter of the financial, which showed that heavy weight has already spent $ 42 billion in it 80 billion dollars expected in capital expenditures To date in 2025, the company’s share decreased by 6 % after these results.
Why investors are volatile? Because the revenues resulting directly from the AI features for companies are still unclear.
When asked how to adjust Meta of artificial intelligence, the company’s response was “now spending, and anxiety later.”
“Our first focus of Meta AI is really related to building a great experience for consumers, and this is frankly as all of our energies are directed to some extent now,” said Meta Susan Li.
“There will be very clear liquefaction opportunities here over time, including paid recommendations, including the distinguished offer, but this is not where we focus in terms of Meta AI’s development today.”
Fignous spending? Google headquarters in Mountain View, California, United States. (Photo Tayfun Coskun/Anadolu via Getty Images) ·Anadolu via Getty Images
Rose shares Meta After its profit report, despite the lack of clarity, as the company referred to the rapid absorption of artificial intelligence tools for advertisers, which rose to 4 million from 1 million six months ago.
“The return on artificial intelligence investments is more evident in the basic advertising of META” than Google.
In its profit call, Google Cfo Anat Ashkenazi said that the company’s cloud sector “generates billions of annual revenues from artificial intelligence infrastructure and artificial intelligence solutions” but did not give details. Ashkenaz added that the demand for the condom cloud products from Google outperformed the capacity. The company refused to answer Yahoo Finance questions about artificial intelligence revenues.
“All of our business, customers and shareholders will be happy and medium to long -term, and we are following the opportunity of capital and the opportunity to work in artificial intelligence,” said Jassy of Amazon regarding the expenses of the company, and that we are following the opportunity of capital and the opportunity to work in artificial intelligence, “but it was not specific about the amount of artificial intelligence or Contribute to revenue.
Meanwhile, Microsoft said in its last term report that its total work in the field of artificial intelligence, which includes the services of Azure AI in addition to Copilot and AI’s generation offers, exceeded the annual revenue rates of $ 13 billion in the period ending December 31.
Microsoft said that artificial intelligence contributed 13 degrees Celsius to its growth in Azure’s revenue, which increased by 31 % over the previous year. Microsoft AI’s revenues are partially driven by obligatory obligations. Openai’s private way to liquefy it is mysterious, as it was able She lost $ 5 billion in 2024, while only $ 3.7 billion in revenue.
Despite the invested scrutiny in the spending of artificial intelligence, Wall Street analysts have been positive on large technology shares. Raymond James analysts wrote in a report on February 3 that although “liquefying questions”, there is “building evidence towards (companies) that close the gap.”
Morgan Stanley analysts said that the growing expenses of technology companies “enhance the bull issue of artificial/cloud intelligence shares.”
Laura Praton is a reporter for Yahoo’s funding. Follow it on Bluesky @laurabratton.bsky.social. Email it on [email protected].
