Hyperscaler Giants Project $300B Capex in 2025, Driven by AI Growth

GuruFocus.com04:09

Morgan Stanley projects that capital expenditures for hyperscale companies such Amazon (NASDAQ:AMZN), Alphabet (GOOG, GOOGL), Microsoft (NASDAQ:MSFT), and Meta Platforms (Meta) will skyrocket to $300 ...

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Reflecting a major long-term opportunity, the expenditure increase shows rising investment to support developments in generative artificial intelligence  and massive language models.GuruFocus has detected 6 Warning Signs with QSR.While Microsoft is growing its cloud and AI offerings driven by business demand, Meta is streamlining operations for efficiency and increasing engagement on its platforms. With high-margin areas, likely to outpace capex spending, Amazon gains from aggressive investment in its cloud and eCommerce operations, Nowak said, stressing Amazon's \"multi-decade secular growth.\"This article first appeared on","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","TQQQ":"纳指三倍做多ETF","BK4548":"巴美列捷福持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4127":"投资银行业与经纪业","PSQ":"纳指反向ETF","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","LU0238689110.USD":"贝莱德环球动力股票基金","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","QLD":"纳指两倍做多ETF","AMZN":"亚马逊","BK4507":"流媒体概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4576":"AR","LU0056508442.USD":"贝莱德世界科技基金A2","BK4525":"远程办公概念","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","QID":"纳指两倍做空ETF","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4535":"淡马锡持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","BK4577":"网络游戏","BK4077":"互动媒体与服务","MSFT":"微软","BK4588":"碎股","GOOG":"谷歌","GOOGL":"谷歌A","SQQQ":"纳指三倍做空ETF","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)",".IXIC":"NASDAQ Composite","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4561":"索罗斯持仓","BK4097":"系统软件","META":"Meta Platforms, Inc.","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4504":"桥水持仓"},"translate_title":"在人工智能增长的推动下，超大规模巨头预计2025年资本支出将达到300B美元","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1,"MSFT":1,"META":0.9,"GOOGL":0.9,"GOOG":0.9,".IXIC":0.63,"TQQQ":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"SQQQ":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"Morgan Stanley projects that capital expenditures for hyperscale companies such Amazon (NASDAQ:AMZN), Alphabet (GOOG, GOOGL), Microsoft (NASDAQ:MSFT), and Meta Platforms (Meta) will skyrocket to $300 billion in 2025. Reflecting a major long-term opportunity, the expenditure increase shows rising investment to support developments in generative artificial intelligence (AI) and massive language models.\nWhile Google and Meta intend to invest $62.6 billion and $52.3 billion, respectively, Amazon and Microsoft are expected to lead in capex, devoting $96.4 billion and $89.9 billion, respectively. The strategic expansion of these companies depends mostly on AI-driven innovation; Google wants to increase income by improving Search, YouTube, and other products. \"AI-driven platform-level innovation...improves confidence in long-term growth,\" Brian Nowak, of Morgan Stanley said.\n\nWarning! GuruFocus has detected 6 Warning Signs with QSR.\n\nWhile Microsoft is growing its cloud and AI offerings driven by business demand, Meta is streamlining operations for efficiency and increasing engagement on its platforms. With high-margin areas, likely to outpace capex spending, Amazon gains from aggressive investment in its cloud and eCommerce operations, Nowak said, stressing Amazon's \"multi-decade secular growth.\"This article first appeared on \nGuruFocus.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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/2481653877"}