From CNBC: 2025-02-08 08:14:24

Megacap technology companies are investing billions in artificial intelligence in 2025 to meet high demand. Meta, Amazon, Alphabet, and Microsoft are set to spend $320 billion on AI and datacenters, up from $230 billion in 2024. China’s DeepSeek and spending plans caused a market selloff, but companies like Amazon are pushing forward with ambitious AI spending initiatives, anticipating long-term benefits. Microsoft, Alphabet, and Meta also have substantial AI spending plans for 2025, reflecting a growing trend in the tech industry. Tesla’s AI-related capital expenditures were $5 billion in 2024, with plans for flat spending in 2025. Nvidia’s results are pending, highlighting the company’s role in developing AI technology. Despite supply shortages affecting cloud numbers, companies like Amazon, Google, and Microsoft are optimistic about the future of AI in the cloud and plan to address challenges to drive growth. Microsoft and Amazon are adjusting sales strategies to balance AI and traditional IT processes, aiming for improved performance in the cloud business.



Read more at CNBC:: Tech megacaps to spend more than $300 billion in 2025 to win in AI