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AI arms race: Hyperscaler CAPEX for 2025 knows only one direction!

$AMZN (+2,85 %)

$MSFT (-1,19 %)

$GOOGL (-0,08 %)

$META (+0,36 %)

$ORCL (-0,26 %)

The arms race in the field of AI knows no end (yet)!

Estimates for hyperscalers' capital expenditure (CAPEX) for 2025 continue to rise - >$400 billion is now expected.

+99% since January 2024!

How are you investing in the ongoing AI infrastructure trend? Or are you keeping your hands off it?

5 Comentarios

Alexander L.@Qheherain

I could bite my ass that I didn't buy Meta when it cost 100 euros - I never thought it would go uphill like this. Instead, I supported Meta by buying a 900 euro VR headset. You're welcome. But I still don't understand what Meta AI can do - apart from personalizing advertising even more. And it's more than useless on Whatsapp. Or is it?

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