Amazon AWS will invest $100 billion in 2025 to take the lead in AI spending. Amazon CEO Andy Jassy said recent efficiency innovations by China’s DeepSeek should increase overall customer spending on generative AI, rather than reduce it.
$320 billion in spending from the top four companies in 2025 CapEx projections:
– Amazon – $100 billion, up from $83 billion in 2024
– Microsoft – $80 billion, up from $55 billion
– Google – $75 billion, up from $52.5 billion
– Meta – $65 billion, an increase from $39 billion
The new StarGate Project (Softbank, OpenAI, Oracle and others will be $500 billion over the next five years.
Jassy told analysts on an earnings call Thursday that Amazon will spend around $100 billion or more on capital expenses in 2025, up at least 20% from 2024. The “vast majority” of this year’s capex will go toward supporting Amazon’s broad and deep investments into artificial intelligence infrastructure as the tech giant competes for what Jassy called “probably the biggest technology shift and opportunity since the internet.”
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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Never thought I’d be doing nuclear calculations on an Amazon cloud server, but that’s where we are. Corporate engineering can actually administer these (like the good old days), unlike what has become of in house infrastructure (e.g. PCs), which is completely locked down in reactionary cyber incompetence. Our 13k employee, Fortune 500, H1B IT can’t even push corporate emails to an Android phone – SOL.