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The last of the hyperscalers having declared quarterly results, the market now has a complete perspective on the coming year of the greatest players in AI in addition to Nvidia (NVDA).
By going to major technological income, investors wondered whether the prospect of a potentially “affordable” AI of Deepseek would mine the story that these hyperscalers – Alphabet, Microsoft, Meta and Amazon – were uniquely positioned for a large victory in destroying the record. Break investments in new technology.
Already entering this week, we had an answer.
Meta (Meta) almost doubled its expenses and Microsoft (MSFT) took its $ 56 billion from last year to $ 80 billion. Tuesday, Alphabet (Googl, Googl) put $ 75 billion on the board of directors.
And now, as our table of the week shows, Amazon (AMZN) intervened to reach 12 figures with $ 105 billion. Add the AI racing lists of Big Four and you get $ 325 billion, an increase of 46% compared to last year.
Obviously, these companies remain all. And if you listen to companies, they do not build a “field of dreams” in the hope that demand will come – companies say they see demand.
“The vast majority of these CAPEX expenses are on AI for AWS,” said Amazon CEO Andy Jassy when calling the company’s profits, noting that “we only procure it If we saw important signals of the request “.
However, the quantity of this investment really earns money remains the big question to answer this year – and how Cagey leaders are around this question can be an answer in itself. But as Jassy said, it is investments for a “unique” opportunity, and which will make the shareholders happy “medium to long”.
Which, for the moment, is good enough for Wall Street.
Ethan Wolff-Mann Is editor -in -chief of Yahoo Finance, who directs the newsletters. Follow him on x @Ewolffmann.
