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Big Tech companies are gearing up for an artificial intelligence (AI) arms race, and the price tag is staggering. In 2025, companies like Alphabet (GOOGL), Meta Platforms (META), Amazon (AMZN), and Microsoft (MSFT) are set to pour a staggering $320 billion into AI and data centers, up from $230 billion in 2024.
Alphabet’s $75 billion capex commitment for the year, announced last week, signals that the AI push is far from slowing down. This heavy spending weighed on investor sentiment, especially after the market was rattled by the rise of Chinese AI startup DeepSeek. Alphabet’s aggressive capex could pressure margins and delay near-term profitability. Still, it is a major win for chip makers.
