{"id":118082,"date":"2025-08-04T11:38:11","date_gmt":"2025-08-04T11:38:11","guid":{"rendered":"https:\/\/www.europesays.com\/us\/118082\/"},"modified":"2025-08-04T11:38:11","modified_gmt":"2025-08-04T11:38:11","slug":"big-techs-ai-spend-could-reach-400-billion","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/118082\/","title":{"rendered":"Big Tech&#8217;s AI Spend Could Reach $400 Billion"},"content":{"rendered":"\n<p class=\"yf-1090901\">Microsoft (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/MSFT\" data-ylk=\"slk:NASDAQ:MSFT;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:MSFT<\/a>) and Meta (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/META\" data-ylk=\"slk:NASDAQ:META;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:META<\/a>) <a href=\"https:\/\/www.tipranks.com\/news\/microsoft-and-meta-drive-big-techs-ai-spend-toward-400-billion\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:are pushing Big Tech&#039;s;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">are pushing Big Tech&#8217;s<\/a> AI infrastructure spend toward an estimated $400 billion, with public filings already showing $344 billion this year.<\/p>\n<p class=\"yf-1090901\">The increase is funding data centers, AI ready servers and model training as Morgan Stanley sees the surge adding up to 0.5% to U.S. GDP in 2025 and 2026 and projects $2.9 trillion in related investment from 2025 to 2028.<\/p>\n<p class=\"yf-1090901\">Microsoft set a record with $24.2 billion in capex last quarter and plans more than $30 billion this quarter, while Amazon (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AMZN\" data-ylk=\"slk:NASDAQ:AMZN;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AMZN<\/a>) logged $31.4 billion, and Alphabet raised its full year capex forecast to $85 billion.<\/p>\n<p class=\"yf-1090901\">Meta raised the low end of 2025 guidance and is expanding its internal AI unit, signaling further planned spending.Wall Street has reacted unevenly: Microsoft and Meta shares climbed, with Microsoft hitting a $4 trillion value and Meta up more than 8%, while Amazon slid 8% after weak cloud results. Apple remains an outlier with $9.47 billion invested over nine months, up 45% year over year, prioritizing efficiency.<\/p>\n<p class=\"yf-1090901\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3029570\/big-techs-ai-spend-could-reach-400-billion?r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Microsoft (NASDAQ:MSFT) and Meta (NASDAQ:META) are pushing Big Tech&#8217;s AI infrastructure spend toward an estimated $400 billion, with&hellip;\n","protected":false},"author":3,"featured_media":118083,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[691,2431,738,8291,340,252,73865,13201,73864,158,67,132,68],"class_list":{"0":"post-118082","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-amazon","10":"tag-artificial-intelligence","11":"tag-big-tech","12":"tag-meta","13":"tag-microsoft","14":"tag-model-training","15":"tag-morgan-stanley","16":"tag-public-filings","17":"tag-technology","18":"tag-united-states","19":"tag-unitedstates","20":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/114970303031379934","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/118082","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=118082"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/118082\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/118083"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=118082"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=118082"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=118082"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}