It has been revealed now

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With others from the excessive excessive people who reported a quarterly results, the market now has a full look at the next year of the largest players in artificial intelligence alongside NVIDIA (Nvda).

Going to large technology profits, investors were wondering whether the possibility of “artificial intelligence” that is likely to be “reasonable prices” of Deepseek would undermine the narration that stated that these excessive- alphabet, Microsoft, Meta, and Amazon- were putting themselves in a way Farid for the great victory by winning his victory. Breaking investments in new technology.

Indeed this week, we had an answer.

Meta (DeadIt was almost doubled its spending, and Microsoft (MsftHe took $ 56 billion from last year to 80 billion dollars. Then on Tuesday, the alphabet (Googand Googl) Apply 75 billion dollars on the blackboard.

Now, as our week’s scheme appears, Amazon (amznI intervened to strike 12 numbers for $ 105 billion. Add Big Four’s AI’s shopping lists, and you will get $ 325 billion, 46 % increase from last year.

It is clear that these companies are still comprehensive. And if you listen to companies, they do not build the “dream field” in the hope that the request will come – companies say they see the demand.

“The vast majority of this cpex on AI’s AWS,” said Andy Jaci, CEO of Am

However, the amount of this investment already earns money The big question remains To answer this year – and how the Qusayd executives on this question may be an answer in itself. But Jaci said, these are investments for the opportunity “once in a lifetime”, which will make the shareholders happy “medium to long -term.”

Which, at the present time, Good enough Lol Street.

Ethan Wolf Man It is a great editor in Yahoo Finance, running newsletters. Follow it on x @Owolfmann.