Amazon, Google, Microsoft, and Meta are ramping up AI-related capital expenditure. Combined spending from the tech giants is set to surpass $320 billion in 2025. Some investors are concerned about ...

U.S. companies, including Alphabet's (NASDAQ:GOOG) Google, Amazon (NASDAQ:AMZN), Meta Platforms and Microsoft have already ...

The rapid build-out of AI infrastructure by OpenAI, Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), and Google (NASDAQ:GOOGL) ...

Amazon, Google, Meta, and Microsoft are expected to churn through $300 billion in capex next year. The spending spree is driven by generative AI and LLM opportunities, says Morgan Stanley.

All in, this suggests Google’s 2024 total capex spending of $51.4 billion, up 59% from last year. Looking to 2025, Google said capex will again increase but not at the same level.

As reported by Seeking Alpha, Morgan Stanley expects Amazon and Microsoft to lead the pack with $96.4bn and $89.9bn of capex respectively, while Google and Meta will follow at $62.6bn and $52.3bn..

The AI infrastructure race between Google, Microsoft, and Meta feels like a classic prisoner’s dilemma—everyone's stuck overspending out of fear of falling behind.

Just Ask Amazon, Google, Microsoft, and Meta. By Keith Speights – Aug 8, 2024 at 6 ... She added that capex in subsequent quarters this year would be at or above the Q1 level of $12 billion.

MTN Consulting noted that webscale capex “has been on a tear” through the first half of 2024, ... Amazon, Microsoft, Alphabet/Google, and Meta/Facebook accounted for 80% of that Q2 spend.

All in, this suggests Google’s 2024 total capex spending of $51.4 billion, up 59% from last year. Looking to 2025, Google said capex will again increase but not at the same level.