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Four major tech companies—alibaba, alphabet, amazon, meta, and microsoft—are set to spend $400 billion on ai capital expenditures in 2025 But bubble concerns are growing. This represents a fundamental shift in how these companies allocate resources, moving beyond incremental growth to something much larger in the ai infrastructure market.
On earnings calls this week, big tech companies reported significant ai spending Spending spree investors have rewarded tech giants for investing heavily in the technology Each said the spending spree will continue into 2026 and be even bigger than previously reported.
A new report from sparkline capital argues that the current frenzy mirrors past capital cycles that ended poorly.
Big tech firms amazon (amzn), alphabet (googl, goog), microsoft (msft), and meta (meta) reported that they were set to spend as much as a cumulative $364 billion in their respective 2025 fiscal. Big tech faces tough questions over the a.i
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