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Benzinga
Benzinga
Business
Stjepan Kalinic

The Good, The Bad, And The Ugly Of The AI Capex Race

AI Bubble Bursting?

Silicon Valley is investing heavily in artificial intelligence like never before. The Magnificent Seven—Apple(NASDAQ:AAPL), Microsoft(NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta (NASDAQ:META), Nvidia (NASDAQ:NVDA), and Tesla (NASDAQ:TSLA)—are expected to spend close to $400 billion this year on AI infrastructure.

That's roughly half of U.S. GDP growth in 2025, according to the latest insight from Sparkline Capital.

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