American technology giants can spend more than $ 300 billion for anyone this year

Last week, Microsoft, Alphabet and Meta Platforms forecasted their total capital (CAPEX) costs in fiscal 2025 about US $ 215 billion. This increase is equivalent to 45% compared to last year. On February 6, Amazon also said that their capital cost was more than US $ 100 billion this year. Most of this expenditure poured into the infrastructure to serve AI.

The above information is published with financial statements for the fourth quarter of 2024. This shows that the race AI is continuing, despite the investor’s suspicion on the influence of the Chinese AI model – Deepseek and the ability of the US technology (Big Tech) to be profitable from the first amount. Records.

Over the past two weeks, investors’ beliefs have been shaken when Deepseek has the ability to perform most tasks like the top US, despite low cost and use less performance chips. However, the leaders of American companies still emphasize their advanced technology. These companies believe that low cost will help popularize AI, thereby increasing the demand for their cloud service.

“We think that almost every application will change thanks to who,” CEO Amazon Andy Jassy said on February 6. He said who has the potential to create historical changes and Amazon wants to be the leader in this process.

Amazon currently records most of the revenue from the e -commerce segment. However, most of their profits come from cloud computing. The stock of this company last year increased by more than 40% and since the beginning of the year, it increased by more than 8%.

Alphabet – Parent Company Google – Earlier this week also announced acceleration of investment for AI data centers. This expenditure will account for the majority of the expected capital cost of 75 billion USD this year. Infrastructure for Google and their customers will be upgraded. Google CEO Sundar Pichai said he was “very excited with the opportunity” because the cost of using this technology will decrease.

Microsoft publicly spent $ 80 billion spending on data centers in fiscal 2025. This number continues to increase in the next fiscal. Microsoft’s previous quarter revenue increased by 12% to nearly 70 billion USD. However, Microsoft’s previous cloud computing is not as strong as forecast.

At Meta, CEO Mark Zuckerberg said the company estimates the cost of capital to $ 60-65 billion this year, 70% higher than the analysts’ forecasts. Most of this number poured into.

Meta CEO confirms a large expenditure for AI to allow them to adjust the current technology. “It is an advantage. We can provide quality services than other parties,” Zuckerberg committed.