Despite speculation about reduced AI budgets, major tech companies are significantly increasing their investments in AI for the coming years. Amazon announced over $100 billion in anticipated capital expenditures for 2025, primarily for AWS AI capabilities. Meta and Alphabet also revealed substantial budget increases for AI. Executives argue that lowered costs will lead to increased demand rather than decreased spending, drawing parallels with earlier tech booms. This trend suggests that AI continues to be a major priority and opportunity for growth among leading tech firms.
"Sometimes people make the assumption that if you're able to decrease the cost of any type of technology component ... that somehow it leads to less total spend in technology. We've never seen that to be the case."
"Meta CEO Mark Zuckerberg declared last week the company would spend 'hundreds of billions' on AI in the long term, citing rising inference demand across its billions of users."
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