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

$AMZN (-0.2%)

$MSFT (+0.43%)

$GOOGL (+2.95%)

$META (+1.11%)

$ORCL (+0.37%)

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 Comments

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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TomTurboInvest@TomTurboInvest

@Qheherain Well, from September 21 to November 22, Meta fell by around 76%. The situation here at GQ was similar to that of Novo today, with many calling Meta dead. It was the minority who saw the potential of Meta, or they were seen as "deadly", similar to Novo 😅
Meta with its data and user base was and is simply a cash cow.

Just add a few of the Novo bashing posts to your reading list and check back in 2-3 years...
Then you'll know how amusing I find the old Meta comments now - with the joy of having bought Meta at that time.

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GHF@GHF

@Qheherain fortunately I was able to collect Amazon for 91...

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Brandon90@Brandon90

@Qheherain I had even bought Meta at around 100 euros and sold it for 190. I would have preferred to hold on 🫠

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The W.@thewolfofallstreetz

@Qheherain Unbelievable, but true: 43% of the world's population use a Meta product every day!

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