Tech Megacapps to spend more than $ 300 billion in 2025 to win artificial intelligence

Megacap technology companies have transferred billions of dollars to artificial intelligence last year to try to keep pace with unrestricted demand. The noise does not die in 2025.

Deadand Amazonand alphabet and Microsoft It intends to spend up to 320 billion dollars combined on artificial intelligence technologies and manufacture databases in 2025, based on comments from executives in early this year and during profit calls in the past two weeks.

This rises from $ 230 billion in total capital expenditures in 2024.

Technology companies have already poured billions of dollars in artificial intelligence projects since the appearance of Chatgpt 2022, as they are racing to expand data centers with boat loads from NVIDIA graphics units (GPUS) and to advance their models. China’s recent height in China has sent a shock wave through this sector, with estimates indicating that the open source tool costs a small part of some competitors residing in the United States.

These concerns stimulated the sale of the market last week, which prompted the shares of Ai makers Nafidia and Broadcom Lower 800 billion dollars in one day. This development forced us to technology executives to provide questions about huge spending plans and whether all this is necessary.

The answer, so far, is that they are not slowing down.

Amazon offered the most ambitious spending initiative among the four, with the aim of obtaining more than 100 billion dollars, an increase of $ 83 billion in 2024. Section and “one age of age of jobs.”

“I think that both our actions, customers and shareholders will be happy and medium to long -term, because we are following the opportunity of capital and the opportunity to work in artificial intelligence,” he said.

Last month, Microsoft said it would allocate $ 80 billion in the fiscal year 2025 to establish Amnesty International Data Data centers. Brad Smith, president of the company, said more than half of this spending is about to happen in the United States. Microsoft’s fiscal year ends in June.

Alphabet targets $ 75 billion of capital expenditures this year, with a expectation of $ 16 billion to $ 18 billion in the first quarter. The head of finance, Anat Ashkenazi, said in the profits on Tuesday that the majority of spending will go towards “technical infrastructure, in the first place of servers, followed by data and network centers.”

Meanwhile, Mark Zuckerberg, CEO of Meta, made his company’s AI Capex budget for $ 60 billion to $ 65 billion in January, and connected to 2025 “a specific year for Amnesty International.” in Facebook PublisherHe said that this step will help “open historical innovation and expand the leadership of American technology.”

The other three of the so -called wonderful 7 are appleand Timing And nvidia.

Apple on artificial intelligence is difficult in the project, and it often appears in operating expenses because the company rents the training capacity of cloud service providers. The models supported by Apple Intelligence have been trained on Google Cloud, for example. Apple hired the cloud from AWS and Azure.

“In the CAPEX part, it is important to remember that we use a hybrid approach where we do things internally and we have certain partners that we deal with externally as Capex will appear in their business,” said Tim Cook, CEO Tim Cook. Last year’s profit call.

After a profit report in late January, Tesla said that the capital expenses related to AI amounted to about $ 5 billion in 2024, out of a total of $ 11.34 billion. The company expects Amnesty International’s spending on a year on an annual basis.

Tesla builds a “training group”, which is called Cortex, at the Texas facility for use in training models behind the company’s self -driving technology and human robots that are currently being developed.

NVIDIA will not report the results until later this month. CAPEX numbers will look completely different because NVIDIA is developing and providing artificial intelligence technology rather than buying it.

For Amazon, Google and Microsoft, artificial intelligence spending is high, but it is supposed to lead to a great blessing for their cloud companies, main growth engines. They all have said that customers are asking for more artificial intelligence processing tools and that they are planning to run larger work burdens in the cloud.

But in the last quarter, the cloud numbers were weaker than expected, as all three companies lacking unanimity estimates. A large reason is a lack of supply.

“I expect these restrictions to begin to start relaxing in the second half of 2025,” said Jaci from the Amazon.

In Microsoft, the male aspect of the Azure Cloud Business was better than the management expected, but outside AI, AZURE fails to domesticated due to disappointing sales of customers through partners. Hood said Microsoft is renewing the sales approach when it comes to buding artificial intelligence with traditional information technology operations.

– CNBC’s Jordan Novet, Lora Kolodny, Kif Leswing, Jonathan Vanian, Ashley Capot, Jennifer Elias and Annie Palmer contributed to reports

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