Breaking Down the Tech Giants’ AI Spending Surge

wall street journal08-04

Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Welcome tomorrow
08-04
Welcome tomorrow
wirgaur payru
Guavaxf30
08-04
Guavaxf30
I feel the big beneficiaries of this shocking announcement will be Nvidia, AMD, SMCI, TSMC and further on ARM and other AI chip second liners Whether this AI strategy works (highly likely if plan executed well) or not, these providers will get the upfront orders. After last 2 days of indiscriminate sell-off, it is perfect time to load up on quality chip manufacturers. But not in Intel as they have shown that they have gone the IBM route. Lost the game completely when they were once the dominant player. And certainly not Tesla as whatever Elon Musk says, they are a car company which is also going the way of IBM. Losing out to new and more efficient players.
- OwenBess:
  Nvidia, AMD, SMCI, TSMC, and other AI chip second liners will be the big winners here.
- richegg:
  Totally agree

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1172345782?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-08-04 08:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1172345782","market":"us","top_or_hot":-1,"title":"Breaking Down the Tech Giants’ AI Spending Surge","media":"wall street journal","content":"<div>\n<p>Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ...</p>\n\n<a href=\"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Breaking Down the Tech Giants’ AI Spending Surge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBreaking Down the Tech Giants’ AI Spending Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-04 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1><strong>wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ...</p>\n\n<a href=\"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GOOG","symbol_name":"谷歌","start_time":0,"source_url":"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1","article_id":"1172345782","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1172345782","pubTimestamp":1722731964,"sourceInfo":{"source_id":"wsj_highlight","name":"The Wall Street Journal"},"weMediaInfo":null,"summary":"Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ar","collect":0,"end_time":0,"defaultTopTitle":"wsj.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms, Inc.","AMZN":"亚马逊","MSFT":"微软"},"translate_title":"分析科技巨头的人工智能支出激增","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1.1,"GOOG":1.1,"META":1.1,"MSFT":1.1},"content_text":"Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to artificial-intelligence efforts in the latest quarter, pouring billions of dollars into capital-spending projects and telling investors more is on the way.In earnings statements over the past two weeks, Amazon.com, Microsoft MSFT -2.07%decrease; red down pointing triangle, Facebook parent Meta Platforms and Google parent Alphabet GOOGL -2.40%decrease; red down pointing triangle each reported jumps in purchases of property and equipment, a measure of capital spending. For all but Meta META -1.93%decrease; red down pointing triangle, the latest quarterly figure was the highest in years.The companies don’t disclose the share of outlays going toward AI-related initiatives, but executives tied the spending surge to investments in infrastructure required for developing the technology, such as data centers, servers and real estate. On calls with analysts, they also said the spending is expected to pay off over a number of years, and that the current risk is in investing too little in AI, rather than too much.This isn’t the first time Big Tech has ramped up spending in an effort to get ahead. Amazon AMZN -8.78%decrease; red down pointing triangle invested heavily in its delivery network to meet demand during the Covid-19 pandemic, for example, though the company has recently shifted its spending focus from retail warehouses to data-center infrastructure.Some companies said their capital spending was higher when you add expenses beyond the purchases of property and equipment. For example, Microsoft said that, including finance leases, its capital expenditures totaled $19 billion in its most recently completed quarter.While the AI frenzy has helped send market values soaring for some of the largest players in the space, the stocks have turned lower recently following the large gains.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":334782122635288,"gmtCreate":1722767213202,"gmtModify":1722767217218,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4181345597915312","authorIdStr":"4181345597915312"},"htmlText":"wirgaur payru","listText":"wirgaur payru","text":"wirgaur payru","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334782122635288","repostId":1172345782,"repostType":2,"repost":{"id":"1172345782","pubTimestamp":1722731964,"share":"https://ttm.financial/m/news/1172345782?lang=&edition=fundamental","pubTime":"2024-08-04 08:39","market":"us","language":"en","title":"Breaking Down the Tech Giants’ AI Spending Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1172345782","media":"wall street journal","summary":"Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ar","content":"<html><head></head><body><blockquote><p>Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719354e80612861ce34ebe5bc05d1d8f\" tg-width=\"1071\" tg-height=\"680\"/></p><p>Big technology companies deepened their commitments to artificial-intelligence efforts in the latest quarter, pouring billions of dollars into capital-spending projects and telling investors more is on the way.</p><p style=\"text-align: start;\">In earnings statements over the past two weeks, Amazon.com, Microsoft MSFT -2.07%decrease; red down pointing triangle, Facebook parent Meta Platforms and Google parent Alphabet GOOGL -2.40%decrease; red down pointing triangle each reported jumps in purchases of property and equipment, a measure of capital spending. For all but Meta META -1.93%decrease; red down pointing triangle, the latest quarterly figure was the highest in years.</p><p>The companies don’t disclose the share of outlays going toward AI-related initiatives, but executives tied the spending surge to investments in infrastructure required for developing the technology, such as data centers, servers and real estate. On calls with analysts, they also said the spending is expected to pay off over a number of years, and that the current risk is in investing too little in AI, rather than too much.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64c99f09953eff53ba706c61d133ced7\" tg-width=\"1242\" tg-height=\"1322\"/></p><p>This isn’t the first time Big Tech has ramped up spending in an effort to get ahead. Amazon AMZN -8.78%decrease; red down pointing triangle invested heavily in its delivery network to meet demand during the Covid-19 pandemic, for example, though the company has recently shifted its spending focus from retail warehouses to data-center infrastructure.</p><p>Some companies said their capital spending was higher when you add expenses beyond the purchases of property and equipment. For example, Microsoft said that, including finance leases, its capital expenditures totaled $19 billion in its most recently completed quarter.</p><p>While the AI frenzy has helped send market values soaring for some of the largest players in the space, the stocks have turned lower recently following the large gains.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39141650635b1e383c20038662121b11\" tg-width=\"1066\" tg-height=\"787\"/></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Breaking Down the Tech Giants’ AI Spending Surge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBreaking Down the Tech Giants’ AI Spending Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-04 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1><strong>wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ...</p>\n\n<a href=\"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms, Inc.","AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172345782","content_text":"Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to artificial-intelligence efforts in the latest quarter, pouring billions of dollars into capital-spending projects and telling investors more is on the way.In earnings statements over the past two weeks, Amazon.com, Microsoft MSFT -2.07%decrease; red down pointing triangle, Facebook parent Meta Platforms and Google parent Alphabet GOOGL -2.40%decrease; red down pointing triangle each reported jumps in purchases of property and equipment, a measure of capital spending. For all but Meta META -1.93%decrease; red down pointing triangle, the latest quarterly figure was the highest in years.The companies don’t disclose the share of outlays going toward AI-related initiatives, but executives tied the spending surge to investments in infrastructure required for developing the technology, such as data centers, servers and real estate. On calls with analysts, they also said the spending is expected to pay off over a number of years, and that the current risk is in investing too little in AI, rather than too much.This isn’t the first time Big Tech has ramped up spending in an effort to get ahead. Amazon AMZN -8.78%decrease; red down pointing triangle invested heavily in its delivery network to meet demand during the Covid-19 pandemic, for example, though the company has recently shifted its spending focus from retail warehouses to data-center infrastructure.Some companies said their capital spending was higher when you add expenses beyond the purchases of property and equipment. For example, Microsoft said that, including finance leases, its capital expenditures totaled $19 billion in its most recently completed quarter.While the AI frenzy has helped send market values soaring for some of the largest players in the space, the stocks have turned lower recently following the large gains.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":334640634097840,"gmtCreate":1722732794276,"gmtModify":1723021398126,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"htmlText":"I feel the big beneficiaries of this shocking announcement will be Nvidia, AMD, SMCI, TSMC and further on ARM and other AI chip second liners Whether this AI strategy works (highly likely if plan executed well) or not, these providers will get the upfront orders. After last 2 days of indiscriminate sell-off, it is perfect time to load up on quality chip manufacturers.&nbsp; But not in Intel as they have shown that they have gone the IBM route. Lost the game completely when they were once the dominant player. And certainly not Tesla as whatever Elon Musk says, they are a car company which is also going the way of IBM. Losing out to new and more efficient players.","listText":"I feel the big beneficiaries of this shocking announcement will be Nvidia, AMD, SMCI, TSMC and further on ARM and other AI chip second liners Whether this AI strategy works (highly likely if plan executed well) or not, these providers will get the upfront orders. After last 2 days of indiscriminate sell-off, it is perfect time to load up on quality chip manufacturers.&nbsp; But not in Intel as they have shown that they have gone the IBM route. Lost the game completely when they were once the dominant player. And certainly not Tesla as whatever Elon Musk says, they are a car company which is also going the way of IBM. Losing out to new and more efficient players.","text":"I feel the big beneficiaries of this shocking announcement will be Nvidia, AMD, SMCI, TSMC and further on ARM and other AI chip second liners Whether this AI strategy works (highly likely if plan executed well) or not, these providers will get the upfront orders. After last 2 days of indiscriminate sell-off, it is perfect time to load up on quality chip manufacturers. But not in Intel as they have shown that they have gone the IBM route. Lost the game completely when they were once the dominant player. And certainly not Tesla as whatever Elon Musk says, they are a car company which is also going the way of IBM. Losing out to new and more efficient players.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":64,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/334640634097840","repostId":1172345782,"repostType":2,"repost":{"id":"1172345782","pubTimestamp":1722731964,"share":"https://ttm.financial/m/news/1172345782?lang=&edition=fundamental","pubTime":"2024-08-04 08:39","market":"us","language":"en","title":"Breaking Down the Tech Giants’ AI Spending Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1172345782","media":"wall street journal","summary":"Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ar","content":"<html><head></head><body><blockquote><p>Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719354e80612861ce34ebe5bc05d1d8f\" tg-width=\"1071\" tg-height=\"680\"/></p><p>Big technology companies deepened their commitments to artificial-intelligence efforts in the latest quarter, pouring billions of dollars into capital-spending projects and telling investors more is on the way.</p><p style=\"text-align: start;\">In earnings statements over the past two weeks, Amazon.com, Microsoft MSFT -2.07%decrease; red down pointing triangle, Facebook parent Meta Platforms and Google parent Alphabet GOOGL -2.40%decrease; red down pointing triangle each reported jumps in purchases of property and equipment, a measure of capital spending. For all but Meta META -1.93%decrease; red down pointing triangle, the latest quarterly figure was the highest in years.</p><p>The companies don’t disclose the share of outlays going toward AI-related initiatives, but executives tied the spending surge to investments in infrastructure required for developing the technology, such as data centers, servers and real estate. On calls with analysts, they also said the spending is expected to pay off over a number of years, and that the current risk is in investing too little in AI, rather than too much.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64c99f09953eff53ba706c61d133ced7\" tg-width=\"1242\" tg-height=\"1322\"/></p><p>This isn’t the first time Big Tech has ramped up spending in an effort to get ahead. Amazon AMZN -8.78%decrease; red down pointing triangle invested heavily in its delivery network to meet demand during the Covid-19 pandemic, for example, though the company has recently shifted its spending focus from retail warehouses to data-center infrastructure.</p><p>Some companies said their capital spending was higher when you add expenses beyond the purchases of property and equipment. For example, Microsoft said that, including finance leases, its capital expenditures totaled $19 billion in its most recently completed quarter.</p><p>While the AI frenzy has helped send market values soaring for some of the largest players in the space, the stocks have turned lower recently following the large gains.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39141650635b1e383c20038662121b11\" tg-width=\"1066\" tg-height=\"787\"/></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Breaking Down the Tech Giants’ AI Spending Surge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBreaking Down the Tech Giants’ AI Spending Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-04 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1><strong>wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ...</p>\n\n<a href=\"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms, Inc.","AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172345782","content_text":"Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to artificial-intelligence efforts in the latest quarter, pouring billions of dollars into capital-spending projects and telling investors more is on the way.In earnings statements over the past two weeks, Amazon.com, Microsoft MSFT -2.07%decrease; red down pointing triangle, Facebook parent Meta Platforms and Google parent Alphabet GOOGL -2.40%decrease; red down pointing triangle each reported jumps in purchases of property and equipment, a measure of capital spending. For all but Meta META -1.93%decrease; red down pointing triangle, the latest quarterly figure was the highest in years.The companies don’t disclose the share of outlays going toward AI-related initiatives, but executives tied the spending surge to investments in infrastructure required for developing the technology, such as data centers, servers and real estate. On calls with analysts, they also said the spending is expected to pay off over a number of years, and that the current risk is in investing too little in AI, rather than too much.This isn’t the first time Big Tech has ramped up spending in an effort to get ahead. Amazon AMZN -8.78%decrease; red down pointing triangle invested heavily in its delivery network to meet demand during the Covid-19 pandemic, for example, though the company has recently shifted its spending focus from retail warehouses to data-center infrastructure.Some companies said their capital spending was higher when you add expenses beyond the purchases of property and equipment. For example, Microsoft said that, including finance leases, its capital expenditures totaled $19 billion in its most recently completed quarter.While the AI frenzy has helped send market values soaring for some of the largest players in the space, the stocks have turned lower recently following the large gains.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":335813467537592,"gmtCreate":1723021884526,"gmtModify":1723086585804,"authorId":9000000000000435,"author":{"id":9000000000000435,"idStr":"9000000000000435","authorId":9000000000000435,"name":"OwenBess","avatar":"https://static.tigerbbs.com/fd67ba4a6ca5ca66b27af6afcce989dc","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":334640634097840,"type":1,"supId":0,"prevId":0,"content":"Nvidia, AMD, SMCI, TSMC, and other AI chip second liners will be the big winners here.","text":"Nvidia, AMD, SMCI, TSMC, and other AI chip second liners will be the big winners here.","html":"Nvidia, AMD, SMCI, TSMC, and other AI chip second liners will be the big winners here."},{"id":335804073918864,"gmtCreate":1723021882135,"gmtModify":1723086585551,"authorId":3479274729583717,"author":{"id":3479274729583717,"idStr":"3479274729583717","authorId":3479274729583717,"name":"richegg","avatar":"https://static.tigerbbs.com/bc939ac6fbcb8985885a8a5671929aec","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":334640634097840,"type":1,"supId":0,"prevId":0,"content":"Totally agree","text":"Totally agree","html":"Totally agree"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":16,"commentSize":2,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1172345782"}