With the rapid development of artificial intelligence technology, global technology giants have increased their investment to promote innovation and application in the field of AI. Companies such as Amazon, Meta, Alphabet and Microsoft recently announced huge investment plans, showing the huge potential and future development direction of the AI market. These investments will not only drive technological advancement, but may also change the way industries operate.
Recently, tech giant Amazon announced a massive investment plan for artificial intelligence (AI) that is expected to spend more than $100 billion in 2025. Amazon CEO Andy Jassy revealed during the company's fourth-quarter earnings call that "most" of the money will be used to build AI capabilities in its cloud computing division Amazon Web Services (AWS). .
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Jassie mentioned that capital expenditure in the fourth quarter of 2024 was US$26.3 billion, which will show an annualized trend in 2025, and is expected to reach US$105.2 billion in conversion. This amount is a significant increase compared to the $78 billion capital expenditure in 2024.
Amazon doesn't care about concerns about the potential decline in AI costs. Jassie said the price reduction will stimulate the growth of demand for AI, and AWS, as a department with rich AI products, can benefit from it. "Sometimes people think that if the cost of a certain technology component is reduced, it means a reduction in technology spending. But we have never seen this." He compared the growth in demand for AI with the early stages of the Internet and cloud computing. The developments were compared.
During the release of this quarter's financial report, other technology giants have also put forward similar views. Meta CEO Mark Zuckerberg said last week that the company will invest “hundreds of billions” in AI development in the long term, mainly due to the growing demand for reasoning by its huge user base. Meta plans to spend at least $60 billion in 2025, mainly for AI-related capital expenditures.
In addition, Google's parent company Alphabet's capital expenditure budget also increased by 42% to $75 billion in 2025. CEO Sundar Pichai said that the decline in AI costs will enable more application scenarios Become feasible. Microsoft announced last month that it will invest $80 billion in AI data center construction in 2025.
Microsoft CEO Satya Nadella shared on social media about Jevons Paradox, emphasizing that demand will be A sharp rise will make AI an indispensable commodity.
While it remains to be seen whether the Jevins paradox applies to the current tech industry, there is currently no sign that big tech companies will slow down in AI investment.
Key points:
Amazon is expected to invest more than $100 billion in 2025, mainly in building AWS's AI capabilities.
Other technology companies such as Meta, Alphabet and Microsoft have also increased their AI spending, showing that market demand continues to grow.
Low-cost AI technology may stimulate the development of more application scenarios and promote overall demand to rise.
The huge investments of technology giants not only promote the advancement of AI technology, but also lay the foundation for future innovative applications. As AI costs decrease, more industries will benefit from this technological change and further promote the digital transformation of the global economy.