Technological Megacaps in 2025 to spend more than $ 300 million to win AI

Megacap technology companies funneled a billion dollars last year to continue with the demand to go to artificial intelligence. Hype doesn’t die 2025. In the year.

Meta, Gym, Alphabet and Microsoft In 2025 AI technology and data centers plan aims to spend 320 million dollars, based on the comments of their principal directors this year and profit calls in the last two weeks.

That is, in 2024 for all total capital expenses over $ 230 million.

Technical companies have already thrown a million dollars to AI projects. Since its debuted in 2022, with boats (GPU) of NVIDIA processing units (GPU). The last rise in China Deepseee sent a shockwave Through the sector, a part of the U.S. competitors created with estimates suggesting open source tools.

These fears Market sales Last week, push AI Chipmakers Nvidia and Moreomom in a single day in combination of $ 800 million. This development had to ask CEO technology questions in hard expenses and whether it is necessary.

The answer is that so far, they do not slow down.

Amazon offered the most agile expenditure initiative between the fourth, which aims to expel More than $ 100 millionMore than $ 83 million in 2024. Andy Jussy said the Director General Company profits call On Thursday, the money would go towards AI mostly for the Amazon Web Services Department and “a kind of business opportunity.

“I think our business will be happy with our customers and shareholders, in the medium term, the opportunity to stay in capital and business opportunities at AI,” he said.

Last month, Microsoft said Assign $ 80 billion AI to create data centers for work loads in 2025. More than half of this expenditure will happen in the US, he said by President of Brad Smith. Microsoft ends in June.

Alphabet It is 75 billion dollars This year in capital expenditure $ 16 billion dollars expected in the first quarter. The main leader of Anat Ashkenazi said most expenses on Tuesday’s profits “to the technical infrastructure, mainly by server, data centers and networks”.

Meanwhile, Meta CEO Mark Zuckerberg Set his company AI capex Budget 65 million dollars of $ 65 billion In January, calling 2025 to the phone number “AI YEAR Defining”. A Facebook postThe movement “said he would help unlock historical innovation and extend the American Leadership of Technology.”

7 The other three of the so-called Apple, Tesla and Nvidia are.

AppleAir expenditure is a protlitm, often shown in exploitation costs, because the company plays the training capacity of cloud suppliers. Apple Intelligence were models that emphasize Trained in Google CloudFor example. Apple has also rented cloud capacity AWS and Azure.

“In the capex part, it is important that we work on a hybrid thing, we do things from the inside and that we do some partners in external businesses,” CEO Tim Cook said “earnings last year.

Tesla He said the profit report at the end of January, approximately $ 5 trillion in 2024, approximately $ 5 billion, a total of $ 11.34 billion. The company expects to be a flat year from year.

Teslak “Training Cluster” Balox is building double for use in the Texas facility currently being developed.

Nvidia didn’t give results until late this month. And Capex figures will be very different from Nvidia to develop and supply AI technology rather than buy.

For Amazon, Google and Microsoft, Alas spending is great, but they grow a large boon for cloud businesses, as the main growth drivers. They all say that customers require more AI processing tools and plan to run higher workloads in the cloud.

But in the most recent quarter, cloud numbers were weaker than expected, with all three companies that summarize consensus. A great reason was a shortage of supply.

“I anticipate these restrictions start relaxing in the second half of 2025,” Amazon’s Jassy said.

At Microsoft, the AI ​​side of the Azure Cloud business came better than the management, but the internal projections were left behind, because the sales of customers have been disappointing, AMY HOOP’s calls made by Amy Hood. Microsoft is reviewing his sales view when balancing with more traditional AI processes, Hood said.

– CNBC Jordan Novet, Lora Kolodny, Leswing, Jonathan Vania, Ashley Capoot, Jennifer Elias and Annie Palmer reported

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